As an Orange County will and trust lawyer, I’ve worked with many grandparents interested in leaving a legacy behind for their grandchildren. A lot of people are surprised when I tell them they could be causing more harm than good if they aren’t careful. Imagine this for a moment; what would you have done if […]
When most people think about estate planning, they picture money and property. But, more and more people are adding intangible assets to their estate plan. Intangible assets might be things that have no monetary value, but are nonetheless important to the family. They may include personal letters, a recorded family history, or digital assets such […]
In the majority of estate plans in Orange County, the heirs are pretty clearly outlined.Typically speaking, spouses and children are the most commonly listed heirs. But, what happens when you outlive an heir?
In my daily practice I get a lot of questions about the importance of wills and trusts. OC parents often fear they are showing a complete lack of faith in their children by stipulating how and when they can receive their inheritance when they are gone. I read a similar story this week about Michael […]