Tag Archives: estate planning

Planning for Disability – The Good, The Bad and The Necessary

No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we’ll see below, the statistics are clear that we should all plan for at least a temporary disability. This issue of The ElderCounselorTM examines the eye-opening statistics surrounding disability and some of the common […]

Maximizing Social Security Retirement Benefits for Married Baby Boomers

On the final day of the 2012 NAELA Annual Conference in Seattle in April, Attorney David A. Cechanowicz, JD, MSFS from Albuquerque, New Mexico, delivered an eye-opening presentation entitled “Maximizing Social Security Income for Dual Income Boomers.” His message was so novel and surprising to many of the boomers and other members of the National […]

Orange County Elder Lawyer Advice: Create a Personalized Healthcare Directive

When an Orange County elder lawyer’s clients enter a hospital or other medical facility, they have the peace of mind that comes from knowing their healthcare wishes will be made clear to the staff. This is because the attorney and the client were able to sit down and go through various situations and scenarios to put together a personalized healthcare directive. When you don’t have one of these in place, the hospital will likely ask you to use their forms to create something similar.

Orange County Probate and Privacy…There Must be a Better Way

Whether you’re famous or not, you may have reasons for wanting your private information to stay—well—private. Unfortunately, when your estate goes through the probate process in Orange County, there is little to no privacy afforded to you or your loved ones.

Keeping Your Wills and Trusts Updated | Newport Beach Estate Planning Tips

Wills and trusts are two very important tools that the client and lawyer can create to protect that future. As important as that initial meeting is, however, there is still a need to follow up regularly to keep your wills and trusts updated and reflecting your current situation.

Facing Uncomfortable Issues With Your Trust and Estates Lawyer in Newport Beach

Any trust and estates lawyer in Newport Beach can tell you that they have to ask their clients a lot of very uncomfortable questions. Who really wants to think about their own mortality and contemplate what life will be like for their families after their own death? But, by facing these thoughts and questions, you are actually able to have far more of a say in what will happen than you would by avoiding the topic altogether.

No More Reasons for Delay in Implementing These 5 Estate Planning Essentials

Last year’s uncertainty about the future of the estate and gift tax caused many people to put their estate planning on hold. Now that the clouds have lifted and Congress has given us clarity, there is simply no reason for anyone to delay in implementing these five estate planning essentials.

An Orange County Elder and Med-Cal Lawyer ‘s Take on Resolving Nursing Home Disputes

An Orange County elder care lawyer’s clients are seeking advice on all kinds of topics, from putting together medical directives to paying for nursing care. One issue that is especially important for these clients is how to resolve disputes that come up when they are living in a nursing home.

Top 5 Estate Planning Tips for the Newly Divorced

This may not be top-of-mind, but updating your will is extremely important if you are going through a divorce. Having your assets go to your ex can be like adding insult to injury…and can tie up your estate for years to come.

Orange County Estate Planning and Unintended Consequences When Transferring Property

There’s little doubt that working with an estate planning attorney is a great approach to protecting your assets and your beneficiaries from excessive taxation. Residents of Orange County rely on these professionals to help them discover what strategies they can use to legally avoid paying more taxes than are necessary.