Two of the most uncomfortable topics for almost any family to discuss are money and death. As a result, conversations about estate planning often don’t happen until it’s too late. As an Orange County estate planning attorney, I realize that there is never...
Here’s a question we heard recently: “We’re about to finalize a re-finance given the current rates and I’m wondering whether the mortgage go under the trust or just the house (which is already done)?” Great question and I’m glad you...
With the number of COVID-19 cases in America increasing exponentially, people across the country are preparing themselves for every possible scenario. As a result, many estate planning attorneys are being inundated with calls and emails about how to plan for this type...
Wondering if you should leave a life insurance policy outright to a spouse? Naming a legal beneficiary is necessary for life insurance, annuities, qualified retirement plans, individual retirement accounts, and some bank accounts. Ideally, these assets will be paid...
We get asked this question quit frequently and for good reason. The law can be confusing and the law is different in many states. In addition, the experiences your friends, family, or neighbors have had in the past might be the product of older laws or legal planning...
Do You Update Your Estate Plan as Often as Your Resume?June 22, 2022
