CA Estate Planning Blog

Friday, July 12, 2019

Now Is the Time to Make Your Health Care Decisions


What Is a Living Will?

Estate planning is often thought of as making decisions about what will happen to your assets when you die. However, equally as important in the estate planning process is making decisions about your future health. As you age, your health could decline.  Should an illness or injury render you unable to make healthcare decisions on your own, the court could be forced to make decisions for you. Now is the time, when you are healthy, to Read more . . .


Saturday, June 29, 2019

4 Estate Planning Documents You Need Today


Why do so many Americans put off estate planning?

A survey conducted by Caring.com in 2017 revealed that an alarming six out of ten adults in the U.S. do not have even basic estate planning documents in place.  This means that over half of the U.
Read more . . .


Saturday, June 29, 2019

Estate Planning for Parents of Special Needs Children


What is a special needs trust?

Ensuring their children are cared for after their death is a primary concern for any parent of a special needs child.  Children with disabilities often have increased financial needs and may require additional planning to make sure their needs are met in the event of the death of their primary caregiver.  A simple will is rarely enough when you have a child with special needs. Our Orange County Read more . . .


Thursday, May 30, 2019

Your Estate Plan as a Single Parent


What will happen if I do not name a guardian for my minor child?

As a single parent, you face the challenges of solely supporting and raising your minor child.  The life of a single parent can be stressful and overwhelming, but also incredibly rewarding as you watch your children grow and flourish.  One of the many challenges a single parent must face is tackling the question of what will happen if you pass away. For couples, when one parent passes, the children will still remain safely in the care of the other, but single parents must make a plan to ensure their children will be protected in the event of their death.  Our Orange County, California estate planning lawyers discuss some important estate planning tips for single parents.
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Thursday, May 30, 2019

Pre-marital Estate Planning Tips


Planning a wedding is not only an exciting experience, it’s also a good time to consider how your estate planning needs will change. By working with the right estate planning attorney, you can chart a better course for your financial future before you say “I do.” Although these may be complicated issues to hash over with your future life partner, being prepared is the responsible thing to do.
Read more . . .


Monday, April 29, 2019

Ask Your Relatives About Their Estate Plan


How do I bring up the topic of estate planning with my family members?

It can be awkward to broach the topic of estate planning with your family. After all, none of us wish to discuss the death of our parents, grandparents, or siblings.  However, with fewer than half of all Americans having an estate plan, according to the most recent Gallup polls, not raising the topic could leave your loved one in a less than desirable position should they become incapacitated or pass away.  Our
Read more . . .


Thursday, April 25, 2019

Preventing Your Heirs from Mismanaging Your Funds


Can I control how my heirs manage their inheritance?

Some of us may have loved ones that are less than financially savvy.  Perhaps one of your children has a history of making poor financial decisions, or maybe your spouse struggles with bad shopping habits.  Whatever the situation may be, you could understandably fear for how your heirs may manage the funds you leave them after your death. Fortunately, there are steps you and your
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Sunday, March 31, 2019

Minimize Potential Family Conflict Surrounding Your Estate Plan

How can I avoid a challenge to my will after my death?

Your estate plan represents your last wishes to your heirs and loved ones.  The decisions you make concerning who will receive what assets will be done with much thought and care.  At times, you may be forced to make the tough decision of leaving out a certain loved one from your estate plan, or providing more to one heir over another.  Family conflict is one of the main concerns of anyone who sets out to make an estate plan.  The good news is by engaging in some advance planning as you create your estate plan, you can reduce family conflict and minimize the chance that your will is subjected to a legal challenge after your death.


Read more . . .


Saturday, March 30, 2019

Incorporating Transfer on Death Accounts into Your Estate Plan

What are transfer on death accounts?

You likely already have at least one transfer on death account, but you may not realize it.  Transfer on death accounts present a simple way to transfer some assets to your spouse or another loved one upon your death.  Properly setting up some transfer on death accounts could form a part of your comprehensive estate plan.  Our Orange County estate planning lawyers explain transfer on death accounts and why they can form a useful part of your estate plan below.


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Wednesday, February 20, 2019

What to Do If Your Identity Is Stolen


Do I need to freeze my credit if my identity has been stolen?

Since the advent of the internet, instances of identity theft have become more common with each passing year.  According to the Insurance Information Institute, in 2017 there were over 16.7 million victims of identity fraud, a record high up from previous years.  Just recently, some 145 million Americans had their personal information placed at risk due to an Equifax security breach, and millions more are now at risk of identity theft due to security breaches by Target, Chase, and other major corporations. Given the sheer number of those of us at-risk of identity theft, it is imperative that you know that steps to take should your identity become breached.
Read more . . .


Thursday, February 7, 2019

Including Your Pet in Your California Estate Plan


How can I ensure my pet is cared for after my death?

Pets are part of the family for many Americans across the country.  About 85 million families, or 68 percent of U.S. households, have a dog, cat, or another type of pet.  Despite the high levels of pet ownership, few pet owners have included their pet within their estate plan.
Read more . . .


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