Estate Planning Blog

Tips on How to Protect What Matters Most
Get Rid of Your Panic Button

Get Rid of Your Panic Button

With the tempest that has been swirling around us this year, it’s natural to feel a sense of unease, anxiety, and even downright panic. These are natural human reactions and emotions. Indeed, it is part of the human condition and in our makeup to have an internal...

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Benefits of a Limited Liability Company for Real Estate

Benefits of a Limited Liability Company for Real Estate

For individuals who own real estate, it is important to consider the best way to structure your ownership. When you are just starting out as an investor in real estate, you may hold title to the real estate personally, but that may not be the most advantageous method...

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Understanding VA Benefits for Aging California Veterans

Understanding VA Benefits for Aging California Veterans

The US Census Bureau reports that more than 18.2 million veterans live in the United States, and 38 percent of them are 65 and older. Additionally, the Census Bureau reports that more than 9 million veterans receive services from the Department of Veteran's Affairs...

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The Worst Way to “Help” A Child with Special Needs

The Worst Way to “Help” A Child with Special Needs

There’s a lot of bad information on the internet that directs parents of children with special needs to completely disinherit their child in order to maintain his or her eligibility for government benefits such as Medi-Cal, Supplemental Security Income (SSI), and...

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What Property Can Be Placed in My Trust?

What Property Can Be Placed in My Trust?

There are many benefits to creating a Revocable Living Trust as part of your estate plan, such as the ability to avoid probate and put a quick end to the estate administration process. However, creating a Revocable Living Trust will not automatically accomplish your...

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The 2020 Ballot Impact on California Property Taxes

The 2020 Ballot Impact on California Property Taxes

This year, the 2020 election holds many important decisions for voters, especially for California residents. On November 3rd, California residents will do more than elect new government leaders. They will also vote on two separate amendments to the California...

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Skipping Probate in Orange County? Here’s What Will Happen

Skipping Probate in Orange County? Here’s What Will Happen

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...

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What Happens to a Mortgage After You Pass Away?

What Happens to a Mortgage After You Pass Away?

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...

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The Perils of Joint Property

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...

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How to Spot the Early Signs of Dementia During Lockdown

How to Spot the Early Signs of Dementia During Lockdown

We’re all facing new challenges in lockdown, and one of them is how to help our senior loved ones. We can’t see them as much as we want, even as lockdowns get lifted since they’re still in high-risk groups for succumbing to the virus. Unfortunately, that means we...

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Estate Planning Tips for Single Parents

Estate Planning Tips for Single Parents

As a single parent, it is critically important to have a comprehensive estate plan that protects your child(ren). Obviously, being the sole or primary caregiver doesn't leave you with much time on your hands. However, putting some time aside to meet with an estate...

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“What’s the worst that can happen?”

“What’s the worst that can happen?”

“What’s the worst that can happen if I get sick or pass away without an estate plan in place?”   This is a common question our Irvine will lawyers receive, especially from those in close-knit families who believe that their kids (or other loved ones) will...

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Estate Planning During a Crisis

Estate Planning During a Crisis

If you're worried about the possibility that you or a loved one could become ill or worse due to the novel coronavirus, you're not alone. The new spikes in cases across the country and fears of a second wave are anxiety-provoking. While none of us can predict the...

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How to Claim Death Benefits After the Loss of a Loved One

How to Claim Death Benefits After the Loss of a Loved One

Dealing with outstanding financial affairs after the loss of a loved one can be extremely difficult. Our probate attorneys often hear from clients who would rather do anything else than think about money after their loved one’s passing. Unfortunately, death comes with...

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Three Options for When You Inherit Your Parent’s House

Three Options for When You Inherit Your Parent’s House

Typically, adult children have three options when they inherit a house from their parents: they can move in, sell, or rent it out. If you and/or your siblings inherit your parent's house and don’t really know what to do, we’d suggest contacting an estate planning...

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Safe Places to Store Your Original Estate Planning Documents

Safe Places to Store Your Original Estate Planning Documents

Have you recently completed your estate plan with a  will and trust lawyer? Congratulations! The hardest part is done. While you work to tie up any loose ends or “fund” your trust if necessary, now is also the time to give serious thought as to where you will store...

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The #1 Legal Document Every Adult Needs

The #1 Legal Document Every Adult Needs

As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most...

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Enforcing Social Distancing for Elderly Relatives

Enforcing Social Distancing for Elderly Relatives

With nearly every region in the country living under some type of "stay at home" or "shelter in place" order during the current novel coronavirus pandemic, it can be frustrating trying to adhere to these new rules. It's even more challenging for those of us who are...

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Simple Steps To Avoid Probate In Orange County

Simple Steps To Avoid Probate In Orange County

If you’ve ever lost a loved one here in Orange County, chances are you’ve had a few run-ins with the probate court. Here are the simple steps to avoid probate in Orange County. The goal of the probate process is to help the family of the deceased administer their...

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Wills vs Trusts – Which Do You Need in Orange County?

Wills vs Trusts – Which Do You Need in Orange County?

Planning your estate with a wills and trusts attorney in Orange County is an important step in protecting your assets, your wishes, and the people that matter to you the most. There are a number of options available, as any estate planning lawyer can tell you. Do you...

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