Category Archives: California Probate

California probate is the court process that assets must go through whenever anyone dies with anything titled in their own name. In California, if someone has $100,000 in total assets or real property valued over $20,000, their assets will be probated.

Orange County Probate Lawyers: How to Handle an Out-of-State Probate During COVID-19

As we continue on in this time of social distancing and, in some communities, shelter-in-place, more and more people are faced with a difficult situation: handling out-of-state probate proceedings after the death of a loved one. Many seniors today are “snowbirds” who spend their winters in warmer areas (like here in Southern California) while keeping […]

Newport Beach Probate Lawyers: Everything You Need to Know About Claiming Death Benefits

The death of a loved one is one of the most difficult experiences a person must handle. The financial aspects that accompanies funeral and burial expenses compounds the grief, making the situation even worse. Newport Beach probate lawyers know that this is especially true if the deceased was the main breadwinner and the remaining family […]

Newport Beach Estate Administration Lawyer: Understanding the Basics of Probate in Orange County, California

The thought of going through probate in Orange County can strike fear in the hearts of most people. And, good reason. The time it takes is long and grueling and the paperwork is overwhelming. The details of probate vary from state to state, so the process looks different depending on where the deceased owns property. […]

How Long Does It Take to Settle an Estate in Orange County, California?

One of the most common questions asked when it comes settling estates is “How long will it take to settle an estate in Orange County?” The answer to that question is, of course, going to vary depending upon several factors. In some situations, Orange County probate may just take several weeks or a few months; […]

Orange County Probate Lawyers Answers, “I’ve Lost a Loved One . . . Now What?”

Losing a loved one is emotionally wrenching. And, unfortunately, being responsible for managing your loved one’s estate and final affairs can make an already terrible situation worse. Amidst all the stress and emotional turmoil, it can be difficult to remember all the important tasks you need to complete. To assist you in handling your job […]

Orange County Probate Lawyer: Reading this One Blog Post Could Save You Thousands

As an Orange County probate lawyer, I share the hard truth that probate is necessary when you die without proper estate planning if your assets exceed $150,000 in California.  And, that is gross assets value. So, if you own a home worth $700,000 with a $690,000 mortgage, the gross asset value is $700,000. Add up […]

Help! I Inherited a Timeshare. Now what?!

The majority of people we see in our Orange County estate planning law firm name their adult children as beneficiaries of their estate plan. In most cases, this works well because children typically outlive their parents. But, what happens when a child dies before the parent? What becomes of the inheritance that a parent plans […]

What You Can – And Can’t – Do During the Orange County Probate Process

It’s always painful when a loved one passes. After death, there’s also the legal obligation of administering an estate, which often includes probate. Probate in Orange County is the process in which the decedents’ estate is settled and distributed to those entitled to receive an inheritance from the estate.  This process can take weeks, months, or […]

Orange County Probate Lawyers: Avoiding Probate with a Roth IRA

  Many people plan for their retirement by using Roth IRAs due to their great tax benefits, but most people don’t know that Roth IRAs are also excellent for avoiding probate. First, here are some basics about tax planning with Roth IRAs that Orange County probate lawyers typically go over with their clients: Unlike traditional […]