Tag Archives: estate planning attorney

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 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 […]

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 […]

30 Things Your Newport Beach Will and Estate Lawyer Wants You to Know

Estate planning is a pretty big field, with lots to take into consideration with your lawyer. There are complexities and confusion; but at the end of it all, there’s no doubt that coming up with a solid plan is one of the best paths for retirement, saving, and—of course—what you are able to leave behind. […]

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 […]

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 […]

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 […]