Tag Archives: trust attorney in newport beach

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. […]

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 […]

Can Your Children’s Spouses Inherit from You? | Orange County Will and Trust Lawyer

Will and trust lawyers in Orange County see plenty of situations where parents who love their children are not entirely in love with their children’s spouses.  This can make the estate planning process a little tricky, because the spouse can add tension and stir up drama that wouldn’t have been there otherwise.  While some people […]

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.

Orange County Special Needs Lawyer Offers Practical Tips In Setting Up a Supplemental Needs Trust

If you have a family member with special needs, it is important to factor him or her into your estate planning. In fact, there are “special needs trusts” or “supplemental needs trusts” that can be created specifically for this purpose. Working with a special needs lawyer in Orange County is the best way to make sure that you are setting your loved one up to be cared for when you are no longer able to do so yourself.

Estate Planning Trends In Orange County Include Travel Trusts

Trust lawyers in Orange County see how trends come and go in the field, and an interesting new one has been showing up increasingly in the last several years

Trust Attorney In Newport Beach Explains Asset Protection vs. Estate Planning

Many people have questions about the asset protection features of estate planning.  Today we want to clear up a few misconceptions.  First, the ideas of asset protection and estate planning are quite distinct.  Estate planning is driven by the need and desire to pass on assets after death.  The intricacies of estate planning are designed […]