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The Latest from Susan Katzen

Why Setting Up a Trust is a Smart Move When Buying a New Home

Posted by Susan A. Katzen | Feb 18, 2024 | 0 Comments

Buying a new home is more than just a significant financial investment; it's a key component of your overall estate. As you embark on this exciting journey, it's crucial to consider how this asset will be managed, both now and in the future. One effective strategy for managing real estate assets is setting up a trust, a tool that a knowledgeable Newport Beach trust attorney can help you navigate.

Revocable vs. Irrevocable Trusts: Key Differences Explained

Posted by Susan A. Katzen | Feb 18, 2024 | 0 Comments

When it comes to estate planning, understanding the different types of trusts available is crucial. Two common types are revocable and irrevocable trusts, each with its own set of features and benefits. As a Newport Beach trust attorney, I often encounter questions about the differences between these two types of trusts and which one might be the best fit for a particular estate plan.

Preparing for Life's Surprises: Estate Planning for the Unexpected

Posted by Susan A. Katzen | Feb 03, 2024 | 0 Comments

Life is full of surprises, and while we can't predict every turn, we can prepare for the unexpected. Whether it's sudden incapacitation or an unforeseen financial shift, having a comprehensive estate plan can provide much-needed peace of mind. As experienced Newport Beach Will and Trust Lawyers, we understand the importance of being prepared for every eventuality.

Navigating Global Ties: Newport Beach Estate Planning for Expatriates and Dual Citizens

Posted by Susan A. Katzen | Feb 03, 2024 | 0 Comments

In our increasingly globalized world, more people find themselves living abroad or holding dual citizenship. This international lifestyle brings unique challenges in estate planning, particularly when it comes to navigating the legal landscapes of multiple countries. For expatriates and dual citizens, understanding these complexities is crucial, and a knowledgeable Newport Beach estate planning lawyer can be an invaluable asset.

"Who Has Your Crypto Keys?" The Vital Estate Planning Question from a Newport Beach Estate Lawyer

Posted by Susan A. Katzen | Jan 21, 2024 | 0 Comments

Are you part of the growing number of people in Newport Beach who invest in cryptocurrency? Then there's a crucial question you need to ask yourself: "Who has access to my crypto keys?" As any savvy Newport Beach estate lawyer will tell you, leaving your digital assets to loved ones is more complex than traditional assets. Without the right access information, your digital wealth could be as good as lost.

Should I Leave My Children's Inheritance to Charity?

Posted by Susan A. Katzen | Jan 21, 2024 | 0 Comments

"Should I leave my children's inheritance to charity?" It's a question that many parents grapple with, especially when considering the needs of their children and their personal philanthropic goals. It's not just about the money—it's about the message you want to leave behind and the impact you want to have.

Navigating Assisted Living Concerns

Posted by Susan A. Katzen | Jan 07, 2024 | 0 Comments

When the time comes to consider assisted living for a loved one in Newport Beach, families often find themselves with a list of questions and concerns. It's a big transition, and understanding the financial implications is crucial. Here's where a Newport Beach elder lawyer can offer clarity and guidance to help you make informed decisions when the time comes to consider assisted living for a loved one in Newport Beach, families often find themselves with a list of questions and concerns. It's a big transition, and understanding the financial implications is crucial. Here's where a Newport Beach elder lawyer can offer clarity and guidance to help you make informed decisions.

Why Do I Need Someone to Witness My Will?

Posted by Susan A. Katzen | Dec 23, 2023 | 0 Comments

When it comes to estate planning, ensuring that your will is legally valid is paramount. One of the key components of a valid will is having witnesses present during its signing. But why is this step so crucial? Our Newport Beach estate lawyers delve into the importance of having witnesses for your will below.

How to Navigate Estate Planning Without Heirs

Posted by Susan A. Katzen | Dec 23, 2023 | 0 Comments

Many people mistakenly believe that without direct heirs—like children or grandchildren—there's no need for estate planning. However, the reality is quite different. Even if you don't have immediate family to inherit your assets, deciding how your estate will be distributed is crucial. If not, you might be surprised at who ends up with your hard-earned assets.

Estate Planning Considerations for Veterans

Posted by Susan A. Katzen | Dec 17, 2023 | 0 Comments

For those who have served in the military, estate planning takes on unique considerations. Veterans have earned specific benefits and honors due to their service, and it's essential that these are incorporated into an estate and long-term care plan. Here are some key points veterans should consider:

Choosing the Right Guardian for Your Child with Special Needs

Posted by Susan A. Katzen | Nov 19, 2023 | 0 Comments

Choosing a guardian for any child is a weighty decision, but when that child has special needs, the stakes are even higher. Parents need to ensure not only a safe and loving environment but also one that caters to their child's unique requirements. An experienced Newport Beach special needs lawyer can offer some vital considerations to bear in mind.

Understanding 'Community Spouse' in Medicaid Context

Posted by Susan A. Katzen | Oct 29, 2023 | 0 Comments

When navigating the intricacies of Medicaid, particularly when planning for long-term care, you'll encounter terms that might be unfamiliar yet profoundly influential. One such term is "community spouse." As your local Newport Beach elder law attorney, I'm here to demystify this concept and its implications for Medicaid eligibility and benefits.

Understanding the 'Step-Up in Basis' When Selling Inherited Assets

Posted by Susan A. Katzen | Oct 22, 2023 | 0 Comments

Inheriting an asset can be a mixed blessing. While it might signify a meaningful bequest from a loved one, it also comes with its own tax implications. One of the most significant tax features to understand when inheriting property is the "step-up in basis".  As Newport Beach estate planning attorneys, we often encounter clients who are unaware or confused about how this works. Let's break it down in simple terms.

How to Order a Death Certificate After a Loved One's Passing

Posted by Susan A. Katzen | Oct 15, 2023 | 0 Comments

The loss of a loved one is always a challenging time. Amidst the emotional turmoil, there are several practical tasks that must be undertaken. One of the foremost among these is obtaining the deceased's death certificate. As your local Newport Beach will lawyer, I'm here to guide you through the process to make it as straightforward as possible.

Estate Planning Considerations for Families with a Wide Age Gap Between Children

Posted by Susan A. Katzen | Oct 04, 2023 | 0 Comments

When there's a significant age difference between your children, estate planning can require extra attention to detail. You're not only considering their immediate needs but also forecasting the challenges each child may face at different life stages. As your Newport Beach estate planning lawyer, I'm here to highlight the nuances you should consider in such situations.

Understanding Powers of Attorney and Guardianships

Posted by Susan A. Katzen | Sep 10, 2023 | 0 Comments

If you've ever questioned the difference between guardianships and powers of attorney for seniors, you're not alone. As a Newport Beach elder lawyer, I often field questions about these two distinct yet related legal mechanisms. Here's an explanation to help you understand the nuances of each.

How to Navigate Estate Planning When Living in Two States

Posted by Susan A. Katzen | Sep 03, 2023 | 0 Comments

For many retirees, dividing time between two beloved locations is the dream. Known as "snowbirds," these individuals enjoy northern US states in the summer before flocking to warmer climes come winter. While this lifestyle has many advantages, it can significantly impact the distribution of your assets when you pass away. For instance, your home state laws governing your estate may differ substantially from those in California and other states where you spend your time. This is where a Newport Beach estate planning lawyer can provide invaluable assistance.

Probate Lawyer's Guide to Managing Your Inheritance

Posted by Susan A. Katzen | Aug 27, 2023 | 0 Comments

Inheriting assets is a mix of honor and responsibility. As an Orange County probate lawyer, I've seen many people unprepared for the implications of managing their inheritance. The inclination to treat an inheritance as "bonus" money is common, but there are many pragmatic ways to use these funds for future benefits.

Leveraging Life Insurance for Your Estate Plan

Posted by Susan A. Katzen | Aug 13, 2023 | 0 Comments

One common misconception when it comes to estate planning is the belief that one must have significant assets to establish a comprehensive plan. As an estate lawyer in Newport Beach, I'm here to tell you that this simply isn't the case. In fact, life insurance can play a crucial role in your estate planning, even if your existing assets are modest.

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