Tag Archives: newport beach estate planning

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. […]

Do Not Overlook These Types of Income with Your Estate Planning Lawyer in Newport Beach

Newport Beach estate planning lawyers are quite savvy when it comes to working with the “traditional” kinds of income clients have. The attorney will help them figure out how to plan based on current and expected salary, along with a variety of assets like retirement plans or bank accounts.  Each of these may be considered […]

What You and Your Newport Beach Probate Lawyer Can Expect

Probate law varies from state to state, but there are several things that you and your Newport Beach probate lawyer can expect to happen during the process.  The following is a simple breakdown of some of the most common aspects of probate law. First of all, probate is the name of the legal process that […]

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 […]

An Estate Planning Lawyer’s Advice When Divorcing in Newport Beach

When getting a divorce, it seems like there’s no end to the paperwork.  One task that is far too often overlooked by those in Newport Beach is making an appointment with their estate planning lawyer.  Whether you already put together an estate plan with your ex-spouse or you’ve never gotten that far, now is the […]

Why You Should Call Your Newport Beach Estate Planning Lawyer Now

Whether you’ve recently reached adulthood, are starting your family, are reaching retirement, or approaching some other major milestone in life, there’s a pretty good chance that it’s time to reach out to your Newport Beach estate planning lawyer.  Don’t believe it?  Check out these reasons: Estate planning knowledge is specialized. While you might have great […]

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, […]