Estate Planning When You Have No Heirs | Newport Beach Will and Estate Lawyer

It’s entirely possible for someone to have an estate and no one to inherit it when they die. It could be due to not having children of one’s own and no other family. It could also be due to outliving all of one’s relatives, or not having relatives who live in the United States. Whatever […]

Rebuilding Communities: How to Designate a Charitable Gift Through Your Orange County Estate Plan

This tragic hurricane season and other disasters have taken a toll on many parts of the United States and the Caribbean. They have also taken a toll on the charitable organizations that step in when a crisis hits.  As a will and trust lawyer in Orange County, it is gratifying to meet with clients who […]

Equifax Breach – If You’ve Ever Used Credit, You Better Check!

As you have most likely heard, Equifax, one of the “Big 3” credit reporting agencies was hacked. They are calling it a “breach,” but don’t misunderstand, they were hacked. Equifax was hacked. This means that if you’ve ever used credit, you could be one of the 143 million American consumers whose sensitive, personal information was […]

Orange County Probate Lawyers: Avoiding Probate with a Roth IRA

  Many people plan for their retirement by using Roth IRAs due to their great tax benefits, but most people don’t know that Roth IRAs are also excellent for avoiding probate. First, here are some basics about tax planning with Roth IRAs that Orange County probate lawyers typically go over with their clients: Unlike traditional […]

Newport Beach Pet Trust Lawyer: Pet Trusts…They’re Not Just for the Rich and Famous

Not too long ago, a person who decided to leave an inheritance behind for their pet might be considered eccentric, to say the least. Take, for example, the case of Leona Helmsley: when she died in 2007, she left her dog Trouble an inheritance worth $12 million. While there may have been other factors weighing […]

Newport Beach Will Lawyer Offers Essential Estate Planning Considerations for Parents

Being a responsible parent is usually associated with car seats, safety gear, homework reminders for grade schoolers and trying to decide whether or not your teenager is responsible enough to drive to school on his or her own. Creating an estate plan for those children is not something we usually associate with responsible parenting, but, […]

What is an Adult Guardianship or Conservatorship? | Newport Beach Elder Lawyer

For those caring for elderly relatives in Orange County, there may be relief knowing that the senior has a medical directive, power of attorney and/or trust in case he or she becomes incapacitated. However, it’s also possible that there is no guiding documentation to help when the relative is unable to make decisions on his […]

Is the Word “Inheritance” a Dirty Word in Your Family? | Orange County Estate Planning Lawyer

In my years as an Orange County estate planning lawyer, it still surprises me to hear how uncomfortable people are discussing estate planning issues. Even families who are open to discussing their financial situations get squeamish when the word “inheritance” is brought up. However, like everything in life, the more you know the better. Experience […]

IRA Inheritance Trust May Be Just What You Are Looking For – Or Not! | Orange County Trust Lawyer

When it comes to estate planning, you have a LOT of options. There are several legal tools that can be put in place to protect your loved ones after you pass away. One valuable tool I use an an Orange County trust lawyer is an IRA inheritance trust. If you opened an IRA, you most […]

Newport Beach Estate Lawyer: Understanding General POAs vs. Limited POAs

As a Newport Beach estate lawyer, I know that it can be difficult to plan for the future, especially for a time when you’re not able to make certain decisions for yourself. The idea can be tough to swallow, even if you’ve experienced it with older relatives and know of the possibilities. However, planning ahead […]