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 future, getting your affairs in order now […]
Death
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 expenses, and even a modest funeral and burial can cost many thousands of […]
Tips for Talking to Loved Ones About Estate Planning
Two of the most uncomfortable topics for almost any family to discuss are money and death. As a result, conversations about estate planning often don’t happen until it’s too late. As an Orange County estate planning attorney, I realize that there is never an easy time to bring up such sensitive topics, but the sooner […]
Is It a Bad Idea to Add My Kids to Title of My Home?
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 this video to get the information you need before making such […]
What You Need to Know About Your Safe Deposit Box Before It’s Too Late
Do you know how to access a safe deposit box after the death of a loved one? Never fear, you are not alone if you don’t know the answer. While safe deposit boxes are commonly used to protect valuable items and important documents (such as a insurance policies, a will, or a trust), it is […]
5 More Ways You Might Leave a Mess Behind for Your Family
It is always easier to ignore a difficult task or put it off until later. However, the wealth you have worked hard to build, your dreams for your family’s future, and your legacy are all in jeopardy if you have not taken the time to properly plan for your death or incapacity. Do not perpetuate your family’s […]
How To Take Time Off Without Risking Your Job
“Save Ferris” and Your Time Off “Life moves pretty fast. If you don’t stop and look around for a while, you could miss it.” – Ferris Bueller’s Day Off Truer words have not been spoken. For many, this iconic 1980’s classic defined and era and a generation. It was a time of economic booms and fast […]