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 […]

Orange County Elder Law Lawyer: 5 Red Flags of Financial Abuse

The elderly are too often targets of unscrupulous individuals who may try to take an unsuspecting senior’s money. Seniors are especially vulnerable as they become less cognitively able and thus more dependent on other adults. Unfortunately, as an Orange County elder law lawyer, I can tell you that elder financial abuse is common in California. […]

Newport Beach Special Needs Lawyer: Special Needs Planning for Divorced Families

As a Newport Beach special needs lawyer, I can tell you that when it comes to creating a special needs plan for a loved one with disabilities, it’s the hope that all family members are in agreement and ideally on the same page. But, even if everyone is working together, there can be issues when […]

Newport Beach Will Lawyer: A Life Estate Can Prevent Your New Spouse and Adult Kids from Fighting Over Your House When You’re Gone

A common concern for those who have remarried is that they still want to leave the bulk of their estate to their adult children without abandoning their current spouse. The solution? Create a life estate. A life estate is a tenancy that allows a person to use a property for the rest of their natural […]

Orange County Probate Lawyer: Can Beneficiaries Demand a Formal Accounting of an Estate?

An estate administrator has a duty to manage the estate and do so in the best interest of the beneficiaries. However, as an Orange County probate lawyer, I can tell you that not every administrator acts in good faith, and even when they do, disputes and discrepancies can make a beneficiary want to know exactly […]

Newport Beach Probate Lawyer: The Person Who Provides for You Suddenly Dies. What Happens to You?

When the primary breadwinner dies, his or her surviving spouse, domestic partner, and minor children can find themselves without the necessary resources to maintain their current lifestyle. If you find yourself in this position, as a Newport Beach probate lawyer, I can assure you that you do have options. Under California laws, you have entitlements […]

Preliminary Do’s and Don’ts for Special Needs Planning in Orange County

Special needs planning in Orange County can be daunting if you’re just starting. However, an Orange County special needs lawyer can save you the headache of planning and the worry over whether your plan will be executed properly. If you’re new to special needs planning and aren’t sure where to start, check out these do’s […]

Orange County Estate Lawyer Advises to Keep it in the Family: Estate Planning and Family Businesses

  Giving your children and grandchildren the legacy and pride of a family business can keep your nose to the grindstone for decades. Financial security, family harmony, and growing wealth together are some of the benefits of a family business. Legacies are meant to outlive the legacy makers. If you’re a business owner in California, […]