Should I Update My Estate Plan Because of COVID-19?

As the coronavirus continues to impact life as we know it here in the United States, the most common question we’ve been asked during the course of the pandemic is whether an existing estate plan should be changed or updated. Of course, the answer to that question (like most things in life) is that it […]

A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust

In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, in a helicopter crash demonstrated the vital need for estate planning for people of all ages. At the time, little was known about the planning strategies Kobe had in place to protect and preserve his estimated $600 […]

My Loved One with Disabilities Has Died. What Happens to The Funds Leftover in a Special Needs Trust?

A Special Needs Trust (SNT) is a complex legal tool set up on behalf of a person with special needs or disabilities. The SNT allows a beneficiary with special needs to safely utilize money or property in the trust without jeopardizing the ability collect needs-based public benefits such as Supplemental Security Income (SSI) and Medi-Cal. […]

What Every Orange County Resident Should Know About Setting Up a Life Estate in California

Most people are familiar with the term “life estate” as a way to give someone “life rights” to a property.  While a life estate does accomplish this goal, setting up a life estate in California is not a one-size-fits-all solution and may even cause serious consequences for everyone involved. What is a Life Estate? A […]

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 […]

Orange County Estate Planning Lawyers: How to Avoid Probate with Joint Accounts and Beneficiaries

There are several strategies available that Orange County estate planning lawyers use to help seniors and their families avoid lengthy and costly probate proceedings, including adding other people as joint owners on their accounts or making beneficiary designations on accounts and policies. However, these strategies should only be done under the supervision of an experienced […]

Four Famous People Who Left a Legal Mess for Their Families When They Died | Newport Beach Will Lawyers

Did you know that more than half of all adults in America do not have a Last Will and Testament? That number is even fewer when it comes to Revocable Living Trusts. You’d think more people would create an estate plan, especially since there are so many public figures who famously left a mess for […]

Newport Beach Elder Law Attorney: How Can I Avoid a Conservatorship in California?

A Conservatorship in California is when a person is appointed by the court to look after another person’s financial and physical well-being. This is not always a great situation to be in since the court may appoint someone who would never be chosen by the individual or their family. Fortunately, there are a few simple […]

Newport Beach Elder Lawyer Offers 5 Tips for Long Distance Caregivers

More than 10 percent of people who are acting as caregivers for an older family member are doing so from a distance. Living an hour or more away from an aging parent or other relative can present some additional challenges for caregivers. Among those challenges are the financial strains of hiring help and the difficulties […]