Tag Archives: estate planning attorney in Orange County

Digital Assets: California is Moving in the Right Direction

Good news! California is taking steps toward putting a legal framework in place for handling digital assets after someone passes away.  I’ve been talking to you for years about including digital assets in your estate plan and now the law is catching up. Digital assets such as email accounts, social media online, and even online […]

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 […]

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 Guardianship Lawyer Answers, “Will My Ex Get My Kids If Something Happens To Me?”

The short answer is; it depends. This is a question we get a lot, and one we typically discuss at length with non-married parents during our planning sessions.  When one of the parties of a divorce decree dies, this will end the custody agreement because there’s no longer anything to govern. In most cases, custody […]

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 […]

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 […]