Tag Archives: trust

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 […]

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

Momma always said “You get what you pay for”

Would you be interested in paying $1000 for a stack of paper called the “Smith Family Living Trust?” That’s what some law firms charge for a Trust and it sounds like a good deal. Or is it? I’m here to tell you that estate planning is so much more than a stack of paper.  Let […]

Life Changes That Affect (Or Jeopardize!) Your Orange County Estate Planning

If you’ve tackled your Orange County Estate planning and now have a will, trust and other directives in place to ensure your family is protected when they need it the most, congratulations! You may find in a time of crisis or emergency that this was the best decision you’ve ever made. On the flip side, […]

Single Parents: Critical Information On Naming Guardians For Your Children

If you are a single parent, it is critical that you create a comprehensive plan that will protect your children should the unthinkable happen to you. If you are anything like most single parents, the last thing you would ever want is for your ex­-spouse to be able to make sole decisions about who should […]

10 Things to Ask Before Hiring an Estate Planning Lawyer

These are the 10 things you should ask before engaging an estate planning lawyer to help you plan for the well‐being of your money, your family and your life. Do you prepare a comprehensive plan for my kids’ care if something happens to me, like the Kids Protection Plan™ that names short and long‐term guardians […]

Estate Planning Checkup for Your Parents

Perhaps it’s a touchy subject.  Talking to your parents about their estate planning isn’t easy, but after they die, you’re the one most likely to be responsible for taking care of matters.  If everything is not in order it’s going to be 10x more expensive and more stressful in the long run. Typically, mom and […]