Tag Archives: newport beach estate planning

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, […]

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.