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...
Your wedding is over, and the day was absolutely perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and watch the rest of the years ahead unfold before your eyes. Well, not so...
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...
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...
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...
When the term “Do-It-Yourself” or “DIY” comes to mind, what do you think of? A weekend spent working hard on a home improvement project? An evening putting together your kid’s new bicycle? DIT projects can bring a lot of joy and pride from realizing you’ve...
You may have heard the buzz about the new transfer on death deeds in California which provide a new way to transfer real property on death. Up until recently, the most common ways were through: A will; Owning property in joint tenancy or community property with...
For most people in their 20’s and early 30’s, the topic of estate planning seems to be something for older generations to discuss. It follows the natural course that one starts to sort their affairs the closer they get to the end of their life. Of course, this assumes...
Estate planning is an ongoing process, and an estate plan review should be done every few years to ensure that your unique goals and needs are still being met. As I’ve mentioned before, your planning should never be merely a set of documents you execute once, stick...
5 Legal and Financial Moves to Make Before the Year-EndDecember 8, 2019
Finding Assets of an Estate in Orange CountyDecember 4, 2019
Irvine Estate Planning Lawyer: What Happens If an Unmarried Partner Becomes Disabled or Incapacitated but Doesn’t Die?November 27, 2019
Orange County Estate Attorney: Here’s What REALLY Happens If You Don’t Have an Estate Plan in PlaceNovember 20, 2019
Parents of Kids with Disabilities Discover the Importance of Special Needs Planning in Orange CountyNovember 12, 2019