Tag Archives: estate planning

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 […]

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 […]