Tag Archives: california estate planning

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 […]

Writing Your Own Obituary | Will Lawyers in Orange County

Working with a will lawyer in Orange County can bring up some uncomfortable feelings.  Those of us in this area of law are very aware of the fact that many people avoid important planning for this very reason.  After all, there aren’t a whole lot of people who want to contemplate their own demise, let […]

Be Organized and Ready When Meeting with Your Newport Beach Estate Planning Attorney

In order to better streamline the California estate planning process, it can be incredibly helpful to do a bit of organizing before ever meeting with your attorney.  This allows you to feel confident in what you’re doing, as well as to minimize the time spent on the task at hand.  Both you and your lawyer […]