newport beach estate planning lawyer

Newport Beach Estate Lawyer: What Should I Do If the Bank Says My Power of Attorney is ‘Too Old’?

While a power of attorney (POA) technically does not expire unless it’s revoked by the person who created it, you may run into a situation where a bank or a brokerage firm refuses to accept the document because it’s “too old.”  You may also hear the phrase, “the document is stale.” So, what does this …

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Newport Beach Estate Planning Lawyers Outline The 5 Most Infamous Estate Planning Battles

When done properly, an estate plan affords peace of mind to those creating it and leaves behind a legacy for their descendants. But sometimes estate planning can go awry – and it’s usually due to eccentricities held by either the creators of the estate plan, the beneficiaries, or both. To give a good idea of …

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Newport Beach Estate Planning Lawyer: How to Use Trusts to Protect Your IRA from an Irresponsible Child

A lot of parents come into our Newport Beach estate planning law firm with mixed feelings passing on the balance of their retirement accounts to their children when they die someday. On one hand they are proud of the money they have saved over their lifetime in an IRA; on the other hand, they worry …

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Ready to Start Writing Your Will? Consider This Before You Go It Alone or Online.

A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small part of an integrated plan that ensures your family stays out of Court and out of conflict when something happens to you. Don’t think you can just write your own …

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Newport Beach Estate Planning Lawyer: What happens to your mortgage after you die?

When setting up an estate plan, most people are concerned with what will happen to their belongings: money, jewelry, house, etc. But little thought is ever given to what will happen to their debts when they pass away, notably their mortgage. For years, many people expected to pay off their mortgage long before they died, …

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A Primer from Your Newport Beach Wills and Trusts Lawyer

Wills and trusts lawyers in Newport Beach handle so much more than just the creation of legal documents. One of the most important parts of the job is educating and guiding clients through their options, which often depend on the client’s unique financial and family needs. To that end, today’s article is a basic introduction …

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30 Things Your Newport Beach Will and Estate Lawyer Wants You to Know

Estate planning is a pretty big field, with lots to take into consideration with your lawyer. There are complexities and confusion; but at the end of it all, there’s no doubt that coming up with a solid plan is one of the best paths for retirement, saving, and—of course—what you are able to leave behind. …

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Do Not Overlook These Types of Income with Your Estate Planning Lawyer in Newport Beach

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 …

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What You and Your Newport Beach Probate Lawyer Can Expect

Probate law varies from state to state, but there are several things that you and your Newport Beach probate lawyer can expect to happen during the process.  The following is a simple breakdown of some of the most common aspects of probate law. First of all, probate is the name of the legal process that …

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