Tag Archives: newport beach estate planning

Newport Beach Estate Planning Lawyer: 3 Estate Planning Mistakes to Avoid

As a Newport Beach estate planning lawyer, I’ve seen recent studies that have shown that only a little more than half of all Americans have a Will or Trust document in place to direct their estate after they pass away, and that the vast majority of those documents have not been updated in the last […]

Orange County Estate Planning Lawyer: Mental Health and Health Care Directives

Health care directives, including the Living Will, Health Care Agent Designation, and HIPAA Medical Release, are crucial elements of every estate plan in Orange County. One issue that does not come up very often when discussing health care directives, though, is mental health. Mental health falls into the realm of health care and as such […]

The ABCs as Defined by a Newport Beach Wills and Trusts Lawyer

Wills and trusts lawyers in Newport Beach have a pretty vast base of knowledge when it comes to what they do. In order to share a bit of that, here are the ABCs of wills and trusts in California. A – Always work with an experienced lawyer. B – Beneficiaries are those who receive the […]

Newport Beach Estate Planning Lawyer: What happens to your mortgage after you die?

When setting up an estate plan, most people are concerned with what will happen to their belongings: money, jewelry, house, etc. But little thought is ever given to what will happen to their debts when they pass away, notably their mortgage. For years, many people expected to pay off their mortgage long before they died, […]

A Primer from Your Newport Beach Wills and Trusts Lawyer

Wills and trusts lawyers in Newport Beach handle so much more than just the creation of legal documents. One of the most important parts of the job is educating and guiding clients through their options, which often depend on the client’s unique financial and family needs. To that end, today’s article is a basic introduction […]

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 […]