Archive for November 2019
Orange County Estate Planning Lawyer: What Happens If an Unmarried Partner Becomes Disabled or Incapacitated but Doesn’t Die?
Planning for the death of an unmarried partner is critical, but so is planning for the possibility that one partner becomes sick, disabled, or incapacitated at some point during their lifetime. Under the laws of most states, an unmarried partner has zero rights to manage finances or make medical decisions when something happens to the…
Read MoreWhat You Can Do To Prepare for Your Visit With Aging Family This Thanksgiving
Many of us will be visiting aging parents and other family members this week for Thanksgiving. Some may have very obvious health needs, while others it might not be so obvious. Our older relatives might be too proud to ask for help, too private to share challenges, or simply be unaware or ill equipped to…
Read MoreOrange County Estate Attorney: Here’s What REALLY Happens If You Don’t Have an Estate Plan in Place
What really happens if you don’t create a will, trust, or other estate planning documents and essentially keep your head in the sand? Any Orange County estate attorney will tell you the honest truth is that you make things much harder, more costly, and more time-consuming for your loved ones if something happens to you.…
Read MoreParents of Kids with Disabilities Discover the Importance of Special Needs Planning in Orange County
Estate planning is incredibly important for all parents, as it allows them the opportunity to make very difficult choices. It provides the chance to determine who will raise your minor children if you can’t, what money will be set aside or used for their upbringing, and even what money will be used to support them…
Read MoreWorried About Whether Your Trust Will Be Helpful or a Hassle?
Are you being kept up at night worried about how best to protect your family if something happened to you? Have you ever thought that creating a trust just sounded…well…complicated? Do you wonder if it might be more bother than it’s worth? You are not alone! One of the concerns we hear is that a…
Read MoreYour Fall (and Year-End) Legal Affairs Checklist
With the fall season in full swing and the year-end rapidly approaching, it’s an excellent time to review your legal, financial, and personal affairs. In this video, we share a legal affairs and estate planning checklist to ensure your planning meets your needs and is up-to-date.
Read MoreIrvine Will and Trust Lawyer: Avoid These 3 Common Trust Mistakes!
If you’ve set up a Revocable Living Trust, congratulations! As an Irvine will and trust lawyer, I assure you that you’ve taken a very important step in protecting your assets and your family in the event you become incapacitated or pass away. However, just because you’ve completed this important step does not mean that you…
Read MoreThe Most Common Missing Piece in Your Estate Plan
There are many common estate planning mistakes to be made. We have discussed them at length before (DIY planning, joint tenancy perils, failing to complete trust funding, etc). In this video, I talk about how these mistakes tend to overshadow what I believe to be the most common missing link in many estate plans. Wondering…
Read More