Tag Archives: estate plan

Soon-to-Be Parents – Here’s One More New Thing to Learn! | Newport Beach Guardianship Lawyer

You are pregnant! Congratulations! Your world is about to become brighter and sweeter than you ever imagined. I know that you are in the process of learning a lot of new things. So, as your neighborhood Newport Beach guardianship lawyer, I’m hoping that in between the baby showers and reading “What to Expect,” you spend […]

Estate Planning Advice to Protect Your Children if They Get Divorced in Orange County

An unexpectedly common problem that Orange County estate planning lawyers encounter is how the proceeds of an estate are handled when the beneficiary gets divorced. We don’t want to think of our children dealing with the pain of a divorce, but losing the inheritance you left behind would certainly pour salt in the wound. That’s […]

Newport Beach Estate Planning Lawyer: What happens to your mortgage after you die?

When setting up an estate plan, most people are concerned with what will happen to their belongings: money, jewelry, house, etc. But little thought is ever given to what will happen to their debts when they pass away, notably their mortgage. For years, many people expected to pay off their mortgage long before they died, […]

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 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 […]

A Primer from Your Newport Beach Wills and Trusts Lawyer

Wills and trusts lawyers in Newport Beach handle so much more than just the creation of legal documents. One of the most important parts of the job is educating and guiding clients through their options, which often depend on the client’s unique financial and family needs. To that end, today’s article is a basic introduction […]

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 […]

How a Newport Beach Estate Planning Lawyer Can Help Protect Your Assets

There’s a fairly constant drive that Newport Beach estate planning lawyers see in our society to continually acquire assets.  After all, that’s one of the ways we accumulate wealth, which we then ask the estate planning lawyer to help us pass on.  Simply gathering more and more assets isn’t always the best approach to building […]

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 […]

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 […]