One of the most difficult decisions that parents of minor children have to make when creating their estate plans is choosing the person(s) they would want to raise their children if they were incapacitated or suddenly passed away. In our office, we often find that the conversation starts with, or eventually winds its way back […]
Black Panther Star Chadwick Boseman Died Without A Will
On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were married, and the marriage gives Ledward the right to any assets held in Boseman’s […]
Newport Beach Estate Planning Lawyer: Which Type of Power of Attorney is Best for Your Needs?
Most people have a basic understanding of what a Power of Attorney does. However, not all Power of Attorney documents are the same, and the rights you are afforded depend on how the document is created by a Newport Beach estate planning lawyer. Let’s start first with the basics: a Power of Attorney is a […]
Dangers of Using “DIY” Online Software to Create a Special Needs Trust in California for a Child with Disabilities
We’re often asked by parents of kids with special needs for our honest opinion on using Do-It-Yourself software to create a Special Needs Trust in California. Obviously, DIY programs cost less than working with an attorney, and the ability to create a document online offers an extra level of convenience and ease. But… buyer beware. […]
Orange County Trust Lawyers: What Records Should I Keep as a Successor Trustee?
Stepping into the role of Successor Trustee after the incapacitation or death of a loved one is a big job that can feel scary and overwhelming for someone who has never served in such capacity. Orange County Trust lawyers understand that it can be equally unnerving to learn that the Trustee can be held liable […]
Orange County Will Lawyer Answers: “My Mom Died… Can I Sell Her House as Her Power of Attorney?”
Question: My mom recently died, and I’m her Power of Attorney. Am I able to contact a realtor to start the process of selling her house? I don’t want the bills to start piling up. Answer: Believe it or not, this is a common question that I receive as an Orange County Will lawyers receive […]
Newport Beach Will and Trust Lawyer: 10 Steps to Create an Estate Plan
Working with an experienced Newport Beach will and trust lawyer to create a comprehensive estate plan can seem like a daunting process. Let’s face it: the decisions you have to make, the information you have to gather, and the sheer amount of paperwork involved are enough to make anyone pause. That’s why it’s so important […]
How to Create an Estate Plan During COVID-19 | Orange County Estate Planning Lawyers
Creating an estate plan in 2019 looked a little bit like this: you and your spouse or partner, perhaps along with your adult children, would make an appointment at an Orange County estate planning lawyer’s office to go over your plans. A week or so later, you’d receive drafts of your documents in the mail […]
Orange County Elder Lawyer: Why Seniors Need to Supplement Medicare Part B
As an Orange County Elder Lawyer, I see many senior citizens that are concerned about what’s covered by their insurance and what they may be responsible for out of pocket. Medicare Part B is a plan that many seniors have, but it does not cover all the services they typically need. That’s why many senior […]
Help! I’m the Executor of a Will and I Don’t Know What to Do
In a perfect world, the executor of a Last Will and Testament will have all the information and resources they need to administer an estate quickly and efficiently. An Orange County probate attorney can tell you, this is not often the case. In the real world, many people don’t even know that they’ve been named […]
