Estate Planning Blog

Tips on How to Protect What Matters Most
How a Pour Over Will Works with a Living Trust

How a Pour Over Will Works with a Living Trust

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...

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6 Mistakes to Avoid When Creating a Special Needs Trust

6 Mistakes to Avoid When Creating a Special Needs Trust

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...

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What Happens If a Beneficiary Dies Before I Do?

What Happens If a Beneficiary Dies Before I Do?

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...

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What the New SECURE Act Means for Your Retirement Accounts

What the New SECURE Act Means for Your Retirement Accounts

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...

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What to Do When a Trustee is Untrustworthy

What to Do When a Trustee is Untrustworthy

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...

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The First Steps Towards Enjoying Your Golden Years

The First Steps Towards Enjoying Your Golden Years

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...

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5 Legal and Financial Moves to Make Before the Year-End

5 Legal and Financial Moves to Make Before the Year-End

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...

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Digital Afterlife: An Estate Plan For Your Facebook Account

Digital Afterlife: An Estate Plan For Your Facebook Account

Did you ever wonder what happens to your digital footprint when you pass away? Well you should, particularly if you are part of the 77 percent of Americans who go online every day. As the internet has become more of an integral part of our lives, our information --...

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