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The Latest from Susan Katzen

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.

Understanding Sundowning and When to Seek Support

Posted by Susan A. Katzen | Jul 30, 2023 | 0 Comments

As an elder lawyer serving Newport Beach, I often counsel families grappling with the challenges of caring for a loved one with dementia. A common and particularly distressing symptom of dementia is sundowning, characterized by increased confusion, agitation, and restlessness during the late afternoon and evening. Understanding what happens during sundowning and when to seek support can help caregivers provide the best care for their loved ones.

When Your Executor Isn't Meeting Expectations: How to Handle Mistakes in Estate Administration

Posted by Susan A. Katzen | Jul 09, 2023 | 0 Comments

The executor of an estate plays a crucial role in managing and distributing a person's assets after they pass away. But what happens when the executor is making mistakes or failing in their duties of estate administration in Orange County? It's a delicate and stressful situation, but one that can be addressed legally and ethically. Here's a guide from our Newport Beach probate attorneys.

Safeguarding Your Future: Legal Tips from Newport Beach Will Lawyers for Unmarried Seniors Cohabiting

Posted by Susan A. Katzen | Jun 25, 2023 | 0 Comments

As we age, companionship and shared responsibilities become more valuable. Many seniors are choosing cohabitation over solitude for mutual support and to cut costs. However, this arrangement brings about some legal nuances that need addressing. Here, our will lawyers delve into the necessary legal steps for unmarried seniors living together.

Pros and Cons of Adding an Adult Child to a Bank Account

Posted by Susan A. Katzen | Jun 18, 2023 | 0 Comments

Are you a senior who is contemplating adding an adult child to your bank account to help manage your finances? It may seem like an easy solution for getting assistance with bill payments, but it's crucial to weigh the pros and cons before taking action. Our Newport Beach elder law attorneys are here to guide you through this decision.

Key Considerations for Opening a Bank Account in the Name of a Trust

Posted by Susan A. Katzen | Jun 11, 2023 | 0 Comments

A trust is a valuable estate planning tool that offers flexibility and control over the distribution of your assets. One essential aspect of managing a trust is opening a bank account in its name. This article will explore the key factors to consider when opening a trust bank account, including the required documentation, account types, and potential tax implications.

How to Intervene When an Older Loved One Becomes an Unsafe Driver

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

Are you worried about the safety of an older loved one on the road? If so, you are not alone. Countless families face this issue every year, and it can be devastating for both the senior and their loved ones to deal with. The senior is often forced to confront the reality of losing their independence, while the adult child may need to cope with conflicting emotions such as fear of retribution from the parent, anxiety about assuming responsibility for their transportation, and concern for their safety and that of others on the road.

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