Tag Archives: estate planning

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 […]

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 […]

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 […]

Bad Estate Planning Decisions Can Be a Royal Pain

It seems that nearly everyone is interested in the lives of the British royal family, and now estate planning lawyers have theirs piqued, too.  In September, Prince Harry—Princess Diana’s youngest son—turned 30.  With his birthday came access to the rest of his inheritance from his late mother.  It’s not his birthday that is of such […]

How to Easily Integrate Asset Protection Trusts into Your Estate Plan

Asset protection has become a common goal of estate planning.  Asset protection trusts come in many different forms and can be used to protect property for your use and benefit as well as for the benefit of your family.  In this issue you will learn how you can easily integrate asset protection trusts into your […]

Estate Planning Concerns for Young Professionals in Newport Beach – Part II

In the previous part of this series, we looked at three of the documents that a Newport Beach estate lawyer would most recommend for a new, young professional: Beneficiary Designations Financial Power of Attorney Medical Power of Attorney There is one other must-have document for the young professional, however. Last Will and Testament Wills Now […]

The Infamous Prenup and the Orange County Lawyers Who Create Them

It seems that most of the time that we hear about prenuptial agreements, it’s when some celebrity split is splashed across the tabloids.  What you don’t usually hear about are the Orange County prenup lawyers who are charged with making sure the stars are covered in the case of a high-profile divorce. The “prenup,” as […]

Estate Planning Bucket List for Those in Orange County, CA

We’ve pretty much all heard about “bucket lists,” but that term can take on a little bit of a different meaning when you’re an Orange County estate planning lawyer.  We deal with the reality every day that life is fleeting, and it’s our goal to help clients to maximize what they are able to leave […]