Newport Beach wills and trusts attorney

How to Choose an Executor or Successor Trustee with Your Orange County Estate Lawyer

The decision of who to appoint as your executor or trustee is a huge one, and we’ve talked about it a bit in the past.  Still, it’s important to make sure that you have the information you need to make the right choice with your Orange County estate lawyer.  This person will hold incredible responsibility …

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Talking to Your Estate Lawyer In Orange County About Your Final Wishes

While discussions about burial and cremation are not necessarily the most enjoyable part of meeting with your estate lawyer in Orange County, they are relevant and necessary.  Determining what will become of your body after death is a deeply personal experience, and estate planning lawyers understand this. It’s not unusual to make your arrangements with …

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Including Your Service Providers in Your Estate Plan | Orange County Will and Trust Lawyers

An Orange County will and trust lawyer’s job is to make sure that you have all of your ducks in a row so that if you become deceased or incapacitated, your loved ones will now how to manage your estate and follow your wishes.  Laws in California vary from those found around the country, which …

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Joint Tenancy Considerations

Joint tenancy is nothing but a planning pitfall. Although joint tenancy has been assailed for years by many estate planning experts, it remains, unfortunately, a very popular form of property ownership. How Joint Tenancy Works In joint tenancy, each person owns the entire asset, not a part of the asset. Even if a joint tenant …

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Not All Property Can Be Left through a Will | Will Lawyers in Orange County

With much experience behind them, will lawyers in Orange County often feel like they’ve “seen it all.”  This is good news for clients, because it means that the attorney can help you prepare for situations that you might never have expected otherwise.  One surprise that people hear from their estate planning lawyers is that you …

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Writing Your Own Obituary | Will Lawyers in Orange County

Working with a will lawyer in Orange County can bring up some uncomfortable feelings.  Those of us in this area of law are very aware of the fact that many people avoid important planning for this very reason.  After all, there aren’t a whole lot of people who want to contemplate their own demise, let …

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Newport Beach Trust Lawyer Reveals Additional Types of Income to Include in Your Estate Planning

There are some forms of income that obviously need to be discussed with your trust lawyer in Newport Beach, CA.  When putting together your plan, you’ll want to consider your current employment, retirement plans, bank accounts, and possibly your own business.  As you work through the estate planning process, it will be clear that these …

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What to Expect from Estate Planning in Orange County, CA Part III

This is the third in a series of articles on what to expect when you work with your Orange County estate planning lawyer.  Each article will cover several of the topics that you will need to consider to make a plan that works for your needs. In the previous to editions of this series, we …

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Orange County Elder Lawyer Advice: Create a Personalized Healthcare Directive

When an Orange County elder lawyer’s clients enter a hospital or other medical facility, they have the peace of mind that comes from knowing their healthcare wishes will be made clear to the staff. This is because the attorney and the client were able to sit down and go through various situations and scenarios to put together a personalized healthcare directive. When you don’t have one of these in place, the hospital will likely ask you to use their forms to create something similar.

Orange County Probate and Privacy…There Must be a Better Way

Whether you’re famous or not, you may have reasons for wanting your private information to stay—well—private. Unfortunately, when your estate goes through the probate process in Orange County, there is little to no privacy afforded to you or your loved ones.