Tag Archives: estate plan in Orange County

Common Pitfalls of Non-Spouse Inheriting IRAs | Orange County Estate Attorney

Inheriting an IRA can be a financial blessing but you have to be extremely careful about withdrawing the funds. There are a number of mistakes you can make that can result in a missed opportunity for tax-deferred growth, or worse, a huge tax bill. Luckily, surviving spouses have some leeway. It’s still tricky to transfer […]

Orange County Trust Attorney: Tips When Storing Valuables and Documents in Safe Deposit Boxes

As you work with a trust attorney in Orange County, you will likely end up making a list of your assets. Some of these are tangible, such as property and heirloom jewelry. Others are not so obvious and could include important documents related to marital status or military service. Each of these items is an […]

Orange County Estate Planning Attorney: How to Avoid a Conservatorship

Let’s start off by saying that not all conservatorships are bad. Conservatorships play a vital role in Orange County by allowing caretakers the means to make financial (Conservator of the Estate) and health (Conservator of the Person) related decisions for those who are not able to anymore and have no one else to speak for […]

Working with an Orange County Probate Lawyer to Find a Loved One’s Assets

Probate lawyers in Orange County are charged with helping their clients take estates through the probate process. Those who have lost loved ones and are now dealing with the courts usually feel completely out of their element. Whether by choice or necessity, these individuals become the executor of the estate. A probate lawyer helps to […]

Temporary Guardianships for Minors Are Often Overlooked in Estate Planning

Orange County guardianship lawyers put a lot of effort into helping clients prepare for all kinds of possibilities. From the “perfect” retirement plan to setting up trusts and family foundations, they work to provide strategies for pretty much every stage of life. While estate planning lawyers recommend naming long-term guardians for minor children in case […]

Estate Planning Lawyers in Orange County Recommend Revocable Living Trusts

OK, that title may be a little misleading, as not every estate planning lawyer in Orange County is going to recommend a revocable living trust for every single client. That said, this particular kind of trust is one that is suggested and discussed a whole lot because of all the things it can do for […]

Hiring the Right Probate Lawyer in Orange County

When a friend or family member passes away, someone will be named as the executor of that person’s estate.  Because of the length and complexity of the process that follows, it’s usually in everyone’s best interest to hire a skilled Orange County probate lawyer.  There are different kinds of probate lawyers, but most executors find […]

Solid Retirement Planning with an Estate Planning Attorney in Orange County, CA

Perhaps one of the best reasons to hire and estate planning attorney in Orange County, CA 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 […]

Orange County Probate Lawyer Considerations Before Adding a Child to Your Bank Account

When working with families dealing with probate on a loved one’s estate, Orange County probate lawyers often find themselves answering a variety of questions about how to avoid probate in the future. There are a whole lot of tools at the disposal of an OC probate attorney when it comes to protecting an estate, and […]

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 […]