If you have a vacation home, whether it’s located here in California or in another state, you may want to leave it to your heirs after you pass away. But, what you thought of as a wonderful gift can turn into their worst nightmare if you are not careful. Here are three critical questions that …
Orange County Estate Attorney Warns About Leaving Vacation Homes to Heirs Read More »
An unexpectedly common problem that Orange County estate planning lawyers encounter is how the proceeds of an estate are handled when the beneficiary gets divorced. We don’t want to think of our children dealing with the pain of a divorce, but losing the inheritance you left behind would certainly pour salt in the wound. That’s …
Estate Planning Advice to Protect Your Children if They Get Divorced in Orange County Read More »
Let’s start off by saying that not all conservatorships are bad. Conservatorships play a vital role in Orange County by allowing caretakers the means to make financial (Conservator of the Estate) and health (Conservator of the Person) related decisions for those who are not able to anymore and have no one else to speak for …
Orange County Estate Planning Attorney: How to Avoid a Conservatorship Read More »
Newport Beach estate planning lawyers are quite savvy when it comes to working with the “traditional” kinds of income clients have. The attorney will help them figure out how to plan based on current and expected salary, along with a variety of assets like retirement plans or bank accounts. Each of these may be considered …
Do Not Overlook These Types of Income with Your Estate Planning Lawyer in Newport Beach Read More »
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 …
An Estate Planning Lawyer’s Advice When Divorcing in Newport Beach Read More »
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 …
Newport Beach trust lawyers are abuzz following a recent US Supreme Court decision that will have big implications for clients. The fact that these professionals keep up-to-date on legislation and court decisions that affect their clients is one of the most important reasons not only to hire an estate planning lawyer in the first place, …
Newport Beach Trust Lawyer: How to Protect Inherited IRAs From Future Bankruptcy Read More »
We’ve pretty much all heard about “bucket lists,” but that term can take on a little bit of a different meaning when you’re an Orange County estate planning lawyer. We deal with the reality every day that life is fleeting, and it’s our goal to help clients to maximize what they are able to leave …
Estate Planning Bucket List for Those in Orange County, CA Read More »
Of course, any Newport Beach estate planning lawyer’s goal is to satisfy the client; but in the long run, a lot of estate planning is focused on those who are left behind. In creating an estate plan that disperses your assets in the way you want, you are creating a legacy and supporting your family, …
Newport Beach Estate Planning: It’s Not About You Read More »
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.