Estate Planning Blog

Tips on How to Protect What Matters Most
Plan Ahead Before a Crisis Occurs

Plan Ahead Before a Crisis Occurs

You could hear your mother say that, right? And how often have you wished that you’d followed mother’s good advice? Nobody really wants to think in advance about accidents or illness. But if no advance planning has been done, and if an elderly parent has broken a hip,...

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Don’t Forget to Plan for Incapacity!

Don’t Forget to Plan for Incapacity!

As an Orange County estate planning lawyer, I often find that people associate the phrase “estate planning” with the task of making final plans and ensuring that loved ones are provided for after death. While we all want to make sure that our families are taken care...

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Considerations for Caregiving from Afar

Considerations for Caregiving from Afar

Long-distance caregiving is defined as delivering care for an individual who lives an hour or more away according to The National Institute on Aging (NIA). This type of caregiving takes many forms – from arranging for in-home care, money management, bill paying, and...

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Five Reasons to Protect Your Retirement Accounts Now

Five Reasons to Protect Your Retirement Accounts Now

Your retirement account provides asset protection during your lifetime, but as soon as you pass that account to a loved one, that protection evaporates. When your spouse, child, or other loved one inherits your retirement account, creditors have the power to seize it...

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A Power of Attorney Changes when a Person Turns 18

A Power of Attorney Changes when a Person Turns 18

Once your young child turns 18, they are considered an adult. Now your child is free to vote, marry, apply for a credit card, make medical and financial decisions, sign contracts, and live independently. No wonder the law calls this coming of age “emancipation.” But...

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What You Need to Know About the Limits of a Will

What You Need to Know About the Limits of a Will

There is no doubt that having a will as part of your estate plan is important. Having a will allows you to appoint a legal representative or executor to carry out your bequests and name a guardian for your children and avoid the state doing so via state law that may...

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The Value of a Letter of Instruction for Your Estate Plan

The Value of a Letter of Instruction for Your Estate Plan

Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you. A LOI conveys your desires,...

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Pick a Trustworthy Person to Act as Your Power of Attorney

Pick a Trustworthy Person to Act as Your Power of Attorney

While Michael was waiting for his home in Texas to sell, he was vacationing with friends in California. Unfortunately, he took a bad fall and ended up in a California hospital. He had his Texas power of attorney, but the problem was that they were “springing” powers....

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California Gift Taxes Explained

California Gift Taxes Explained

When an asset, such as property or cash, is transferred to another person without getting anything in return a gift tax may be applied. The asset has to be of a certain value for the tax to apply; otherwise, it falls under the gift tax exclusion, either annual or...

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What 5 Documents You Should Include in Your Estate Plan

What 5 Documents You Should Include in Your Estate Plan

An estate plan is important for people of all ages, but as we age, the need for planning becomes even more critical. Many people avoid estate planning because they do not want to think about the end of life, failing health, or disability. Others believe that an estate...

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The Rights of Beneficiaries in a Trust

The Rights of Beneficiaries in a Trust

A trust is a great mechanism for handling estate business and it can be beneficial to anyone with any number of assets, concerns, or circumstances. For example: You want to keep your affairs private and stay out of probate court; Maybe you have stepchildren; You may...

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What are Your Care Options for an Adult with Special Needs?

What are Your Care Options for an Adult with Special Needs?

There are numerous care options available for adults with special needs in California. The options available range from those with special needs who are able to be more independent to those who need advanced medical care. It is important to match the person’s needs...

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How to Utilize Special Needs Trusts in California

How to Utilize Special Needs Trusts in California

In general, a trust is created when property or assets are managed by a person or firm for another person’s benefit. The person or entity who manages the trust is known as the “trustee” and is responsible for making decisions in the best interest of the person who...

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Do You or a Loved One Need an Elder Law Attorney?

Do You or a Loved One Need an Elder Law Attorney?

Whether you seek legal counsel for yourself or a loved one, elder law attorneys have a wide range of expertise and services that you will require at some life stage, whether in your 40s, 50s, and beyond. Actions you take in one part of your life may have unintended...

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Should My Aging Loved One Needing Care Live with Me?

Should My Aging Loved One Needing Care Live with Me?

Aging in place continues to increase in popularity, but what to do when you notice an older loved one is having trouble living safely at home is an issue many of us face. Troublesome signs like a dirty home in poor repair, unpaid bills, piles of mail, and food out of...

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A Story of the Painful Devastation of Parkinson’s Disease

A Story of the Painful Devastation of Parkinson’s Disease

Here is a story that we heard recently that resonates with us as we have clients and our own family members that battle with the effects of Parkinson’s Disease.  We are sharing with you to provide more insight into the many challenges Parkinson’s Disease presents for...

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How to Prepare for Your Aging Parents’ Care in California

How to Prepare for Your Aging Parents’ Care in California

While every situation involving an aging parent is unique, one truism is that preparation is crucial to success. Whether you need basic information about eldercare resources and services, are looking for a local agency to provide those services, or have worries about...

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Is Equal is Equitable for Children Beneficiaries?

Is Equal is Equitable for Children Beneficiaries?

When it comes to deciding how to leave property to your children, the clearest choice is to divide everything into equal shares. That is the straightforward choice when all your beneficiaries are doing equally well. But what if not? – if, for example, your son is a...

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