Estate Planning

Monday, October 28, 2019

Estate Planning for Singles


What are the unique needs of single people when it comes to estate planning?

There are currently more single Americans than ever before. United States census data reveals that over 110 million Americans who are over the age of 18 are unmarried. This represents nearly half of our country’s population, up significantly from decades ago. In fact, in 1960, 72 percent of the country reported being married in census polls. America’s growing single population may be tempted to put off estate planning, but doing so could have serious consequences.
Read more . . .


Thursday, October 24, 2019

Be Sure Your Beneficiary Designations Do Not Create Conflict


How might naming a beneficiary impact my estate plan?

Beneficiary designations are an important part of any estate plan, but if handled incorrectly your beneficiary designation could create conflict with the rest of your estate plan. Traditionally, beneficiary designations are used for life insurance policies and retirement accounts. More recently, beneficiary designations have become popular for use with bank and brokerage accounts. Issues may arise, however, when a beneficiary designation creates conflict with your will or trust. Our Read more . . .


Wednesday, September 18, 2019

Is Your Estate Plan Disaster-Proof?


After the Walker Fire grew to be the largest wildfire of 2019 and Hurricane Dorian inflicted catastrophic damage in the Bahamas, natural disasters have surfaced to the forefront of the minds of people across the country. A natural disaster can result in considerable damage to your home and possessions. Often overlooked is the potential for a natural disaster to destroy your critically important documents, which may include your estate plan. Our Read more . . .


Friday, September 6, 2019

Estate Planning Essentials for New Parents


What estate planning documents do new parents need to create?

New parents have much on their minds.  Approaching the birth of your first child, your days may be full of researching and purchasing baby gear, setting up the nursery, and enjoying the last of your sleep-filled nights. Naturally, not all soon to be new parents will turn their thoughts to the important but often overlooked task of creating an estate plan. As a new parent, however, you will want to do everything in your power to Read more . . .


Friday, August 16, 2019

Estate Planning for Newly Blended Families


What unique estate planning considerations exist for remarried couples?

Roughly a quarter of all marriages in the U.S. today are remarriages, according to the Pew Research Center.  With divorce rates remaining high on a national level, it makes sense that more people will give love and marriage another chance at some point in their lives.  Second marriages can present a wonderful opportunity to enter into a new and loving union, but they may also come with some complications.
Read more . . .


Friday, August 9, 2019

Disinheriting a Loved One in California


Is It Possible to Leave a Child Out of My Estate Plan?

California law presumes that you will want to include your children and spouse in your estate plan.  While for most families this will be the case, there are times when an individual may elect to leave certain family members out of their estate plan for personal reasons.  Perhaps you plan to soon separate or divorce from your spouse or maybe your child has a drug or gambling problem that makes you fear giving him or her funds. Whatever your reason, you should know that you will need to take steps to legally disinherit your loved one so that Read more . . .


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.
Read more . . .


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 . . .


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