Firm grows to six attorneys and expands client availability with new Saturday meeting options.
OC Wills & Trust Attorneys is excited to announce the addition of attorney Eric Lund to its legal team. With Lund’s arrival, the firm now includes six attorneys and can...
Having emergency planning documents in place is vital for parents because, in the unfortunate event of a medical emergency involving their child, hospitals and healthcare institutions are restricted by...
Estate planning allows immigrant families in California to decide who will care for their children, manage property, and handle financial matters if something happens to them. Your immigration status does not prevent you from creating a valid estate plan, and under California law, tools like wills, trusts, and powers of attorney are...
Estate planning for LGBTQ individuals and couples can involve added legal considerations, even after marriage equality. The goal is to make sure your wishes are followed, the right people have decision-making authority, and your relationships are recognized under California law. Although many protections now exist, gaps can still arise based on marital...
Life insurance is crucial for families because it provides a way to replace lost income if the primary wage earner passes away. It helps cover expenses like mortgage payments, children's education, and daily...
Retirement accounts like IRAs and 401Ks require special attention in an estate plan because they have not been taxed yet, unlike other assets like savings accounts or regular investments. This means that taxes...
Property ownership triggers probate in every state where real estate is located if title remains in an individual’s name. California residents face an expensive primary probate plus separate ancillary probate proceedings in each additional state. Coordinating multiple...
Once your child turns 18, the law treats them as an adult, even if they are still living at home or heading off to college. Parents no longer have automatic authority to make medical, financial, or educational decisions on their behalf. For most college students, a few basic estate planning documents can...
Estate planning is not just for the wealthy or older adults, and waiting too long often creates more problems than it solves. Many people delay planning because of common myths that do not reflect how California estate law actually works. Clearing up these misunderstandings can help you make informed decisions and put...
Digital assets encompass any electronically stored property requiring username, password, or multi-factor authentication for access. This includes cryptocurrency, NFTs, digital music or media collections, cloud-stored photos and videos, online banking accounts, PayPal, Venmo balances, and reward programs—valuable items...
