Keeping Orange County informed on the latest and greatest information on estate planning & elder law.
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Why Your College Kid Needs Medical Directives When your child headed off to college or turned 18, you probably were so busy helping them prepare for their new life that you didn’t realize the law says you -
How to Ensure Your Special Needs Child’s Complete Protection and Well-Being If you are the parent of a child who has a physical, mental or developmental disability, there are extra considerations you must take into account when setting -
Action Items Before You Go On Vacation Spring Break is just around the corner, and for those of you who are fortunate to be getting away, make sure you've completed these essential action items -
Checking On Your Elders in Newport Beach This Holiday Season Pay close attention to your aging parents on a holiday visit this year. Does the normally tidy house now seem neglected? Is there hoarding? Do you notice memory -
A Collection of Estate Planning Articles for Newport Beach, California Families With all the noise these days about taxing the rich and the future of the federal estate tax, the message that ordinary folks also need to plan, to protect -
Importance of Special Needs Planning For Families in Newport Beach, California They navigate a confounding thicket of tasks and rules. On one side, there is the bureaucracy that government program administrators may erect at any moment. -
Romney’s Savvy Estate Plan, a Model for Wealth Transfer Romney’s vehicle is known as an “intentionally defective grantor trust” or by the acronym IDGT -- hence the nickname: “I Dig It.” Such trusts permit donors to -
What to Do About Family “Freeloaders” Lots of families have one: a family freeloader. The adult child who still gets money from parents each month to make it... What brings this to a crisis point is -
Should You DIY Your Own Living Trust? The trouble with do-it-yourself planning is that even if your situation seems simple, there are many oddball things a layman wouldn’t think of that can go wrong -
Charitable Giving – Staying Under the Radar Screen Giving anonymously isn’t easy, especially for the superrich. Most charitable givers do not give for the attention they will receive as a result.