Tag Archives: orange county estate planning attorney

When Something is NOT Better Than Nothing – Hidden Dangers of DIY Estate Planning

In the past, we’ve shared about the hidden dangers of DIY estate planning. In this post, we cover one of the greatest risks posed by do-it-yourself documents You might think you can save time and money by using do-it-yourself estate planning documents you find online. You’re probably anxious to check estate planning off your life’s to-do […]

“I’m Too Young for Estate Planning!” Orange County Estate Planning Attorney Urges Millennials to Rethink This Common Estate Planning Myth.

As an Orange County estate planning attorney, I know Millennials have a lot going on; they are starting their careers, buying their first homes and starting their families. With so many “beginnings” it’s hard to imagine finding time to stop and think about “the end.” A lot of people think that they are too young to […]

Orange County Estate Lawyer Warns, “Without a Power of Attorney, You May Not Be Able to Speak for Your Spouse”

As an Orange County estate lawyer, one thing that surprises many of my clients is that Powers of Attorney are necessary even for married couples. People automatically assume that their spouse will be able to handle everything on their behalf if they become incapacitated. This is not usually the case. A Power of Attorney is […]

Beware of DIY Wills and Trusts: Your Family Situation Impacts Your How You Leave Your Legacy

Every family is different. In some families, there is one breadwinner and sometimes both spouses work outside the home. Some families have children, while others are childless. Blended families bring children from previous relationships. Because there are many different life circumstances that go into making a family, there really is no one-size-fits-all approach to structuring […]

Is the Word “Inheritance” a Dirty Word in Your Family? | Orange County Estate Planning Lawyer

In my years as an Orange County estate planning lawyer, it still surprises me to hear how uncomfortable people are discussing estate planning issues. Even families who are open to discussing their financial situations get squeamish when the word “inheritance” is brought up. However, like everything in life, the more you know the better. Experience […]

Orange County Estate Attorney Warns About Leaving Vacation Homes to Heirs

If you have a vacation home, whether it’s located here in California or in another state, you may want to leave it to your heirs after you pass away. But, what you thought of as a wonderful gift can turn into their worst nightmare if you are not careful. Here are three critical questions that […]

Beware! Estate Planning Fraud in Orange County is on the Rise

Identity theft is the fastest rising crime in America today. Criminal syndicates located overseas are gaining access to your personal information through a variety of tactics and using that information to open credit cards and bank accounts to buy products that they are then selling for profit. Due to complex international laws most of these […]

Orange County Business Owners: 5 Benefits that Estate Planning Can Provide You

Creating and building a successful business in Orange County is incredibly difficult and maintaining that success is just as challenging. You hire accountants and lawyers to make sure you are protected from those who seek to take away what you have worked so hard to achieve, but are you protected from those that will seek […]

What You Should Know About California’s New Right-to-Die Law | Orange County Will Attorney

As of last fall, California joined just a handful of other states to legalize the right of terminally ill patients to end their life with the assistance of a physician. The new law officially goes into effect on June 9th, 2016. The California Right-to-Die law was modeled after a similar law in Oregon, but provides […]