Estate planning isn’t just for older people, couples with children, or individuals with a lot of financial wealth. Single people, young adults, and those with a modest income can also benefit from estate planning. As an Irvine will and trust lawyer, I believe...
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...
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...
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...
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...
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...
Whenever the time comes for an estate to be settled, many beneficiaries find themselves wondering how long the process is going to take. Orange County probate attorneys often tell clients that settling an estate through probate can take anywhere from eighteen months...
We often get asked this question: “wouldn’t this just be an easier way to avoid probate?” The reality is that is, of course, an option. However, there are many pitfalls (we detail 7 here) with that approach that get overlooked or are unknown. Watch...
When planning their estates, most people focus on major assets, such as business interests, real estate, investments and retirement plans. But it’s also important to “sweat the small stuff” — tangible personal property. Examples include automobiles, jewelry, clothing,...
Research tells us that the majority of Americans today still do not have estate planning in place and only a third of parents have properly named legal guardians for their minor children. That’s problematic because life happens to all of us and gives none of us...
The end of the year is fast approaching. As we all prepare for the holidays and the coming of 2019, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist: 1. Review...
When was the last time you reviewed your estate plan? Do you know if it will work when you need it to and be a treat for your loved ones to manage? Or is there a nasty trick lying in wait? Get our Estate Plan Checklist to give your plan a quick audit. It’s no secret...
When was the last time you and your spouse discussed your estate planning? We know it is probably not on your list of “date night” conversations. In fact, many of our friends, family, and even professionals we work with tell us that once they create their estate plan,...
Everyone loves giving gifts at the holidays and the exchange of joy it brings. But have you considered how gifting to your loved ones can be part of your estate plan and the legacy you leave? Gifting strategies are for everyone, not just for the wealthy. If you have...
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