Tag Archives: california estate planning

An Estate Planning Lawyer’s Advice When Divorcing in Newport Beach

When getting a divorce, it seems like there’s no end to the paperwork.  One task that is far too often overlooked by those in Newport Beach is making an appointment with their estate planning lawyer.  Whether you already put together an estate plan with your ex-spouse or you’ve never gotten that far, now is the […]

What Does an Orange County Estate Planning Lawyer Do to Protect Your Will From Being Contested?

While it doesn’t happen in real life as often as it does in the movies and on soap operas, Orange County wills and trusts lawyers do sometimes have to deal with a contested will.  Wills and trusts are created in order to ensure that a deceased’s wishes are followed, as well as for the financial […]

Solid Retirement Planning with an Estate Planning Attorney in Orange County

Perhaps one of the best reasons to hire and estate planning attorney in Orange County is because of what they can do to help with retirement planning.  Most of us have a kind of fantasy about what our retirement will look like, but a smart Orange County estate planning lawyer knows that it takes some […]

7 Signs that It’s Time to Update Your Estate Plan

So, you and your Orange County estate planning lawyer have put together a great plan for you.  Congratulations!  You are ahead of the majority of the population already.  Keep in mind, however, that even though the hard part is done, there is some maintenance that you and your attorney will want to do from time […]

It’s Not Just Death and Taxes: You Need an Incapacity Plan That Works When It’s Needed

Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if you become mentally incapacitated.  In this issue you will learn: What happens without an incapacity plan. The essential documents for managing […]

How Estate Planning Now Can Avoid Burdening Your Children After You Die | Orange County Trust Lawyer

Orange County trust lawyers help all sorts of people deal with the subject no one wants to talk about—what happens after you die. When your loved ones are grieving, it can be hard to devote proper time and energy to the details of your funeral and post-mortem affairs. If you plan some of this in […]

Three Top Reasons to Update Your Estate Plan in 2014

Make this your top New Year’s resolution — update your estate plan this year. If you didn’t update your estate plan last year when the federal tax laws changed, 2014 is the year to make some important changes in it. Alterations to tax laws can definitely impact your estate, plus addressing two other key issues […]

How to Choose an Executor or Successor Trustee with Your Orange County Estate Lawyer

The decision of who to appoint as your executor or trustee is a huge one, and we’ve talked about it a bit in the past.  Still, it’s important to make sure that you have the information you need to make the right choice with your Orange County estate lawyer.  This person will hold incredible responsibility […]

Including Your Service Providers in Your Estate Plan | Orange County Will and Trust Lawyers

An Orange County will and trust lawyer’s job is to make sure that you have all of your ducks in a row so that if you become deceased or incapacitated, your loved ones will now how to manage your estate and follow your wishes.  Laws in California vary from those found around the country, which […]

Not All Property Can Be Left through a Will | Will Lawyers in Orange County

With much experience behind them, will lawyers in Orange County often feel like they’ve “seen it all.”  This is good news for clients, because it means that the attorney can help you prepare for situations that you might never have expected otherwise.  One surprise that people hear from their estate planning lawyers is that you […]