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March 2013 Archives

Orange County Probate Attorney Details What to Do When There's a Death in the Family

A death in the family often imposes cruel demands on family members, not the least being the necessity to tackle a list of financial responsibilities. An Orange County probate attorney has provided a list of the seven most critical financial duties to perform in the days and weeks after a loved one dies:

Orange County Estate Planning Attorney Explains Inheritance for Surviving Spouses

An Orange County estate planning attorney notes that one of the driving factors for people who create estate plans is to provide adequately for a surviving spouse. The process can become more complicated when it involves multiple marriages and children from different marriages or relationships.

Orange County Probate Lawyer Provides Tips for New Executors

When a person has been named the executor of an estate, there are often questions that arise pertaining to the exact duties and responsibilities of an estate executor. Once an executor has been appointed, they are responsible for negotiating the probate process on behalf of the estate and are accountable to the beneficiaries of the estate.

How to Use Estate Planning to Provide for Parents

One of the main motivations for most adults to create a California estate plan is to ensure their minor children are taken care of in case they die unexpectedly. However, with more and more adults joining the "sandwich" generation - taking care of kids and aging parents - it also makes sense to consider including parents as estate beneficiaries as well.

The Five Phases of Retirement Planning

It may be somewhat ironic that the generation that ushered in the most change - the Baby Boomers - are the first to have to deal with a big change in how retirement planning is done. Employment today is fluid, pensions are almost nonexistent, and we now have to count mostly on ourselves to fund our own retirement.

How to Help Family Members with Housing Costs

Although mortgage interest rates are low, credit is still tight and many young families are finding it tough to buy their own homes. While parents and older family members may want to help, they need to do it in a fashion that doesn't adversely affect them tax-wise. Here are some solutions:

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