by Snyder Law | Mar 26, 2020 | Estate Planning, Snyder Blog
As a rule of thumb, no one else is obligated to pay the debt of a person who has died. So, in general, you will not be responsible to pay off your deceased spouse’s debts. However, there are some exceptions that vary from state to state: If you co-sign on a...
by Snyder Law | Mar 19, 2020 | Estate Planning, Snyder Blog
Most older adults believe that it’s easier for everyone involved – loved ones, beneficiaries, and executors – if they transfer full or partial ownership of their home prior to their passing. However, California elder law attorneys will caution you that there are...
by Snyder Law | Mar 18, 2020 | Elder Law, Estate Planning, Snyder Blog
We cannot stress enough that our community is our top priority. We remain open (just remotely) and we are here for you, your family, and friends as we all navigate through this pandemic crisis. This is a rapidly evolving situation. Just in the past day there has been...
by Snyder Law | Mar 11, 2020 | Estate Planning, Probate, Snyder Blog
While most people have heard of a basic Last Will and Testament, they may not know what a Pour Over Will is and how it works with a Living Trust. As an Orange County will lawyer, I’d like to explain this estate planning tool. Essentially, a Pour-Over Will is used in...
by Snyder Law | Mar 3, 2020 | Estate Planning, Snyder Blog, Special Needs Planning
A Special Needs Trust (also called a Supplemental Needs Trust) is a legal document that holds assets for a person with disabilities, while also providing legal authority for a trustee to manage money and make financial decisions on behalf of the individual with...
by Snyder Law | Feb 25, 2020 | Estate Planning, Snyder Blog
When creating an estate plan with the help of an estate planning lawyer in Orange County, you’ll be asked to choose the beneficiaries whom you want to inherit your money and property when you pass away. In most cases, our clients tell us that ultimately they want...
by Snyder Law | Feb 23, 2020 | Estate Planning, Estate Planning FAQ Videos
This is the first in a series of videos on the SECURE Act and its impact on your retirement accounts and what that means for you and your family. The “Secure Act” was part of a larger law that passed with (rare) bipartisan support in late-December 2019 and...
by Snyder Law | Feb 18, 2020 | Estate Planning, Snyder Blog
On December 20, 2019, President Trump signed into law the SECURE Act (Setting Every Community Up for Retirement Enhancement), which was included in a last-minute appropriations bill designed to avert a government shutdown before the end of the year. The new law will...
by Snyder Law | Feb 9, 2020 | Estate Planning, Planning for Families, Snyder Blog
Dealing with the loss of a spouse is one of the most difficult situations a person can face. The grief alone can be crippling and adding to the stress is the need to deal with funeral arrangements and any other tasks that may have arisen during your spouse’s final...
by Snyder Law | Feb 3, 2020 | Estate Planning, Snyder Blog
A trustee is legally required to administer a trust solely in the interests of the beneficiaries. So, what can you do as the beneficiary if you feel the trustee has breached his or her fiduciary duty? As an Irvine estate attorney, I would like to share some remedies...
by Snyder Law | Jan 20, 2020 | Estate Planning, Snyder Blog
Considering online estate planning? With today’s technology, access to information is literally in the palm of our hands. From your cell phone, you can download manuals to repair a washing machine that’s thirty years old or watch step-by-step video...
by Snyder Law | Jan 3, 2020 | Estate Planning, Snyder Blog
When most of us think about retirement, we have visions of days spent relaxing, doing some traveling, getting around to those hobbies we never had time for when we were busy working and raising a family. Unfortunately, estate planning attorneys know that what are...
by Snyder Law | Dec 18, 2019 | Elder Law, Estate Planning, Snyder Blog
The Baby Boomer generation is growing older and beginning to incur the financial costs and strains of aging. Many are caring for their own elderly parents while beginning to recognize long-term care challenges of their own. Boomers are also starting to learn...
by Snyder Law | Dec 8, 2019 | Estate Planning, Snyder Blog
As 2019 draws to a close, it may be time to take a fresh look at your financial and legal documents to ensure that your affairs are in order and that you are ending the year on a solid foundation before the estate planning year-end. This is especially important if...
by Snyder Law | Dec 4, 2019 | Estate Planning, Snyder Blog
When someone passes away, family members often find themselves asking an Orange County estate planning attorney what they should do and how to go about finding the assets of an estate in California. If the individual had a trust, then there will likely be a schedule...
Orange County Estate Planning Attorney Answers, “Are You Liable for Your Deceased Spouse’s Debts?”March 26, 2020
What to Know Before Transferring Ownership of Your Home in CaliforniaMarch 19, 2020
Important Updates About COVID-19 for Our Clients and CommunityMarch 18, 2020
How a Pour Over Will Works with a Living TrustMarch 11, 2020
6 Mistakes to Avoid When Creating a Special Needs TrustMarch 3, 2020