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The Latest from Susan Katzen

Hidden Wealth: Planning for Mineral Rights

Posted by Susan A. Katzen | Jun 09, 2024 | 0 Comments

Many Americans unknowingly own mineral rights, or have the potential to inherit them. These rights encompass resources like oil, gas, precious metals, and more. Even if you don't live in a traditionally "mineral-rich" area, these rights can be passed down through generations, creating a surprise windfall, or posing a complex estate planning challenge.

Family Tensions and Healthcare Decisions

Posted by Susan A. Katzen | May 25, 2024 | 0 Comments

Sadly, family feuds are more common than we'd like to admit. These tensions can become incredibly stressful and even more so when one family member experiences a health crisis. If you're remarried and your adult children don't get along with your new spouse, it's natural to worry about potential conflicts during a time when support should be the priority.

Stepping In: What to Do as Trustee When Your Loved One is Hospitalized

Posted by Susan A. Katzen | May 19, 2024 | 0 Comments

Being named a trustee is an important responsibility, but sometimes life throws unexpected situations your way. When a loved one is hospitalized and you have to step into the trustee role, you might feel overwhelmed and uncertain about what lies ahead. Here's a guide on how to navigate your new responsibilities and ensure your loved one's best interests are protected.

Estate Planning with Bickering Kids? Minimize Conflict and Keep the Peace

Posted by Susan A. Katzen | May 08, 2024 | 0 Comments

As a parent, you want nothing more than for your children to get along. But the reality is, sibling relationships can be complex and sometimes fraught with disagreements. When planning your estate, facing the prospect of your children arguing about your legacy is incredibly stressful. Rest assured, there are ways to structure your estate plan thoughtfully to minimize conflict and preserve your wishes, even if your children can't always see eye-to-eye.

Estate Planning for a Longer Hospice Journey: What You Need to Know

Posted by Susan A. Katzen | Apr 28, 2024 | 0 Comments

Hospice care offers comfort and support during a serious illness, focusing on quality of life rather than curative treatment. While it’s often associated with end-of-life situations, a hospice stay can last for months or even years. This highlights the importance of a flexible estate plan that addresses not only what happens after you pass but also the practicalities of your financial and personal life during an extended hospice journey.

Estate Planning When Facing a Nursing Home Transition

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

The decision to place a parent in a nursing home rarely comes easily. Apart from the emotional toll, significant financial and legal adjustments are often necessary. While immediate well-being takes priority, it's vital to safeguard your parent's assets and long-term care needs with proactive estate planning.

Understanding Retirement Account Beneficiaries

Posted by Susan A. Katzen | Apr 10, 2024 | 0 Comments

Retirement accounts, such as 401(k)s and IRAs, are often significant components of your financial portfolio. But do you know who will inherit these funds when you pass away? It's a crucial aspect of estate planning that deserves attention. Here, a Newport Beach inheritance lawyer offers expert insight into how retirement accounts are handled after your death.

Revising Your Estate Plan After an Heir Passes Away

Posted by Susan A. Katzen | Mar 31, 2024 | 0 Comments

The loss of a loved one not only brings emotional challenges but also necessitates important revisions in your estate plan. If the individual who passed away was an integral part of your plan, either as a beneficiary or in a pivotal role like Power of Attorney, it's essential to reevaluate your arrangements. Consulting with a Newport Beach estate lawyer can ensure these adjustments reflect your current intentions and maintain the integrity of your estate plan.

Navigating Out-of-State Bereavement

Posted by Susan A. Katzen | Mar 16, 2024 | 0 Comments

Losing a loved one is always difficult, and the challenge can be compounded when they pass away in a different state. If you're facing this situation, it’s important to know that you may be able to manage many of their affairs from a distance. As your local Newport Beach will lawyer, we're here to guide you through this process and connect you with the right resources nationwide.

Facilitating Family Discussions: Estate Planning Amidst Conflict

Posted by Susan A. Katzen | Mar 16, 2024 | 0 Comments

Estate planning often brings about crucial conversations about the future. When family dynamics are marked by tension or conflict, discussing your estate planning wishes can become even more challenging. However, clear communication is key to ensuring your plans are understood and respected. A Newport Beach estate planning lawyer can offer not only legal guidance but also strategies for navigating these sensitive discussions.

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:

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The Law Office of Susan A. Katzen is committed to answering your questions about Estate Planning, Special Needs Planning, Settlement Planning, Trust Administration, Probate, and Conservatorships issues in Newport Beach, California.

We offer a free consultation for qualified clients and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

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Newport Beach, CA 92660
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