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 […]

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 […]

Involving Your Adult Children in the California Estate Planning Process

“How much do you tell your kids? When do you tell them? Is it possible to tell your kids too much, too soon? What happens if you tell them too little, too late?”  These are common questions that come up when deciding whether to involve adult children in the California estate planning process. The answers […]

Orange County Elder Law Attorney on The Differences Between Respite Care and Adult Day Care

Caregivers for elderly loved ones can easily become burnt out and exhausted. Oftentimes they’re responsible for their loved one and their own children, as well as maintaining a household and a job. Orange County elder law attorneys believe that respite care and adult day care are two great options to give caregivers a break, even […]

Everything You Need to Know About Estate Planning for Blended Families | Newport Beach Will and Estate Lawyer

Here’s a common horror story: a father remarries late in life to a woman with her own kids. The father does not create a Last Will and Testament. When the father dies, his estate goes entirely to his new wife since she is his next of kin according to the laws of intestacy. When the […]

Orange County Estate Lawyer: How to Make a Revocable Living Trust

A revocable living trust protects your privacy, avoids probate, and determines who will handle your affairs while you’re incapacitated and after you’ve passed away. It’s essential element for estate plans as it provides an extra layer of protection to your estate and gives you the peace of mind that your wishes will be carried out. […]