While the Last Will and Testament is an important estate planning tool, Orange County trust and estates lawyers want clients to be aware that there are certain things it won’t accomplish. To start, a Last Will and Testament will only come into effect after you’ve...
Both an advance healthcare directive (also called a living will or healthcare proxy) and a POLST (Physician Orders for Life-Sustaining Treatment) form are important documents to prepare ahead of time as they provide information about treatment wishes. However, they...
Probate in Orange County is a process in which a court decides whether a will is valid or not. It’s also legally required in most cases for the management and distribution of a decedent’s assets with or without a will. This definition suggests that if you are skipping...
Estate plans usually concern who will get what, like money, jewelry, the house, and family heirlooms after a person dies. Little thought, though, is given to what will happen to debts when they die and what happens to a mortgage after you pass away? Many people expect...
People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate. Joint...
Do You Update Your Estate Plan as Often as Your Resume?June 22, 2022
