My good friend and Investment Advisory Representative Joshua Hernandez and will be hosting a workshop entitled “Preserve Your Assets”. If you’re looking to prepare your family and money for the future, come and attend this interactive workshop to learn more about investing and estate planning. Location: 765 The City Dr #100 Orange, CA 91752 Time:…
Category Archives: Estate Planning
New Address and Toll-Free Phone Number!
I posted about exciting news awhile back. If you couldn’t tell from the title, I’ve got a new address and a toll-free number! March 2011 marked the 3 year anniversary of The Law Office of Daniel X. Nguyen. I just want to thank all of you that I’ve connected with, even before I had my…
What’s Going On Here?
<Dr. Nick Riviera>Hi everybody!</Dr. Nick Riviera> It’s been awhile since I posted on this blog. If you haven’t noticed, all the business & entrepreneur related posting are now at my new blog at www.californiaentrepreneurattorney.com. I’m working on a couple of projects at the moment, and I have announcement to make at the end of this…
Reviewing Your Estate Plan Helps You Avoid Keeping the Ex as the Beneficiary
As part of my procedure of reviewing or creating an estate plan, I have the clients pull up the beneficiary documents for various accounts (life insurance, bank, pensions, etc.), in part just to make sure they know who is designated the beneficiary is, and to have them changed if necessary. Recently, I had one client…
Do-It-Yourself Will Computer Programs
From Season 2 of “The Office,” Dwight Schrute explains why he doesn’t tip the delivery person: Why tip someone for a job I’m capable of doing myself? I can deliver food. I can drive a taxi. I can, and do, cut my own hair. I did, however, tip my urologist, because I am unable to…
How Often Should I Review or Update My Estate Plan?
You should review your estate plan every several years to make sure it still comports with your current decisions. Moreover, you should definitely have your estate plan updated upon a major life event, such as having children, purchasing a home, or a divorce.
Estate Planning for Your Online Life
With all this talk about your creating your estate plan, what’s one to do about all of your accounts online, like email? Time Magazine recently printed an article about people’s email accounts after they’ve passed away. Family members try to get into the deceased’s Facebook or email accounts, trying to preserve such communications. Often times,…
Adding Multiple Beneficiaries to Your Retirement Accounts
Awhile back I posted about adding beneficiaries to your bank accounts as part of your overall estate plan. This allows the money in those accounts to go directly to the person(s) you’ve selected, without having to go through the probate process. The Tax Guy (Bill Bischoff) over at Smart Money wrote an article entitled: “Designating…
A Case of the Mondays: Humor in Estate Planning
I’ve written in the past about how important it is to prepare an estate plan, especially if you have minor children. If my seriousness wasn’t enough to get you to do it, perhaps some Monday funnies would help. Humor website The Onion has it’s take on Preparing a Living Will.* *The Fine Print: please note that…
It Might Be Cheaper to Create an Estate Plan
My fellow SoCal attorneys over at the California Estate Planning Blog wrote about the increased filing costs in Los Angeles County. Their example considers a common situation: If you are married, own a home and have a minor child — the following could very well occur if no estate plan is in place: 1. Probate…