Tag Archives: newport beach estate planning

4 Steps You Should Take to Protect Your Money

Asset protection is not something most people think too deeply about.  Most of us are busy trying to accumulate assets to give considered thought to consider the importance of protecting what we have.  A recent article on The Motley Fool investment website notes that there are a number of things that can harm an investor more than […]

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 […]

Newport Beach Trust Lawyer: How to Protect Inherited IRAs From Future Bankruptcy

Newport Beach trust lawyers are abuzz following a recent US Supreme Court decision that will have big implications for clients.  The fact that these professionals keep up-to-date on legislation and court decisions that affect their clients is one of the most important reasons not only to hire an estate planning lawyer in the first place, […]

California Asset Protection Planning: How To Insulate Your Wealth From Creditors and Judgments

In today’s litigious society, just about everyone needs some level of asset protection planning.  Unfortunately, more and more people are using the legal system to deprive others of their life’s work. Whether you’re involved in a car accident, a mistake on the job, a business relationship gone sour, or you simply face unexpected financial difficulties […]

Newport Beach Estate Planning: It’s Not About You

Of course, any Newport Beach estate planning lawyer’s goal is to satisfy the client; but in the long run, a lot of estate planning is focused on those who are left behind.  In creating an estate plan that disperses your assets in the way you want, you are creating a legacy and supporting your family, […]

Special Needs Planning Issues Following Divorce

Divorce can be complicated, frustrating, disappointing, expensive, along with a whole range of other emotions, as anyone who has endured this type of proceeding can attest. As difficult as the issues can be in a divorce proceeding, can you imagine what happens when divorce involves a child with a disability? This issue of The ElderCounselorTM […]

But I Don’t Live on an Estate! | Newport Beach Estate Planning Lawyers

There’s this mistaken notion that estate planning lawyers in Newport Beach often have to confront that the only people who need their services are the very wealthy.  After all, the word “estate” conjures up images of mansions nestled among perfectly-manicured gardens alongside a garage filled with priceless automobiles.  The average American simply doesn’t have an […]

Veterans Service Pension Benefits and Pending Legislation

As a nation we celebrated Veterans Day recently to honor our service men and women. We hope you enjoyed gathering with friends and family with a grateful heart towards our military men and women. In keeping with this theme, the ElderCounselorTM will focus our attention this month on Service Pension benefits, which are available to […]

Estate Planning Concerns In Light Of The Malaysian Airline Disaster

As grieving families wait for news about the fate of their loved ones aboard flight 370 out of Malaysia, many are also receiving the frustrating news that their loved one’s “missing person” status may have created an estate planning nightmare that the family was not prepared to handle. While laws vary from country to country, […]