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...
As part of the estate planning process, Irvine trust lawyers will always encourage clients to have open conversations with the person they intend to appoint as their Successor Trustee to ensure that they actually want the job if called upon. There are many...
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...
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...
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...
No parent likes to think about the possibility of dying while their children are still young. Regardless of how uncomfortable the issue may be, it’s important to name someone to care for your minor children if you pass away. As an Orange County will and trust...
Listen to the Audio Version If you’re not familiar with Marie Kondo, take some time this week to watch one of her videos on YouTube or check out her new Netflix series, Tidying Up with Marie Kondo. It’s incredible to watch the relief and joy that people experience...
Although Memorial Day just passed, it is important to honor those that have served our country. This time is also a good opportunity for members of the military and their loved ones to consider setting up an – or revising an existing – estate plan....
Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. That’s especially the case when you are so focused on loving and caring for your new bundle of joy. The other reasons you might be delaying vary: lack of time, not thinking...
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,...
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,...
A scary health diagnosis can be emotionally and logistically challenging for many reasons. For instance, how can you take care of your family if you’re physically incapacitated? In addition to working closely with your medical providers, consider these three...
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...
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...
The Value of a Letter of Instruction for Your Estate PlanJanuary 20, 2021
A Step-by-Step Guide to Leaving Your Loved Ones PreparedJanuary 19, 2021
What 5 Documents You Should Include in Your Estate PlanJanuary 12, 2021
Is Your Estate Plan Updated for the New Year?December 30, 2020
Where There’s a Will, There’s a Way – To California Probate CourtDecember 16, 2020