california estate planning

Medi-Cal Changes the Rules Making It a Bit Easier to Keep Your Assets

Our Orange County Elder Law attorneys have written many articles on this site about how you must surrender, or spend-down your assets in order to qualify for Medi-Cal. You can learn more about Medi-Cal planning here.  Well, here in California, things are changing – and this time the changes are in your favor! There have …

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Do I Need A New Estate Plan If I Move to a New State?

If I had to pick one question that I am asked the most, I’d have to say this one ranks way up there… Do I need a new estate plan if I move out of California? Just like the answer to most estate planning questions, the answer is “it depends.” However, this one has a …

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Digital Assets: California is Moving in the Right Direction

Good news! California is taking steps toward putting a legal framework in place for handling digital assets after someone passes away.  I’ve been talking to you for years about including digital assets in your estate plan and now the law is catching up. Digital assets such as email accounts, social media online, and even online …

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An Estate Planning Lawyer’s Advice When Divorcing in Newport Beach

When getting a divorce, it seems like there’s no end to the paperwork.  One task that is far too often overlooked by those in Newport Beach is making an appointment with their estate planning lawyer.  Whether you already put together an estate plan with your ex-spouse or you’ve never gotten that far, now is the …

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What Does an Orange County Estate Planning Lawyer Do to Protect Your Will From Being Contested?

While it doesn’t happen in real life as often as it does in the movies and on soap operas, Orange County wills and trusts lawyers do sometimes have to deal with a contested will.  Wills and trusts are created in order to ensure that a deceased’s wishes are followed, as well as for the financial …

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Solid Retirement Planning with an Estate Planning Attorney in Orange County

Perhaps one of the best reasons to hire and estate planning attorney in Orange County is because of what they can do to help with retirement planning.  Most of us have a kind of fantasy about what our retirement will look like, but a smart Orange County estate planning lawyer knows that it takes some …

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It’s Not Just Death and Taxes: You Need an Incapacity Plan That Works When It’s Needed

Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if you become mentally incapacitated.  In this issue you will learn: What happens without an incapacity plan. The essential documents for managing …

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