Estate Planning Blog

Tips on How to Protect What Matters Most
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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Finding Assets of an Estate in Orange County

Finding Assets of an Estate in Orange County

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...

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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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Why Do I Need a Pour-Over Will If I Have a Living Trust?

Why Do I Need a Pour-Over Will If I Have a Living Trust?

Most people are familiar with a basic Last Will and Testament but very few people know what a Pour-Over Will is. Essentially, a Pour-Over Will is used in conjunction with a Trust and it directs that any assets you own in your own name outside of the trust at the time...

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Can I Name More Than One Person As My Power of Attorney?

Can I Name More Than One Person As My Power of Attorney?

Granting someone power of attorney means that you are giving them the authority to make important decisions on your behalf should you be incapable of making them yourself. The scope, duration, and other specifics are up to you. While the laws vary in each state, it's...

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Declare Your Independence from Court Interference!

Declare Your Independence from Court Interference!

While the rest of the nation celebrates its independence on July 4th, you can rest assured that you too can declare independence for your family -- from court interference. Life can be unpredictable. Whether it is a financial issue, the birth or adoption of a child,...

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