Ready, Set, Baby! Financial Planning Tips For Parenthood By Susan Doktor The joy I felt when I was expecting my first child—or children, as it turned out, because I gave birth to twins—was unlike any feeling I’d ever experienced before. I remember painstakingly picking out fabrics for the handmade quilts I commissioned for my son’s cribs. Fantasizing and eventually agonizing over what to name my boys. (For a while, before we knew they were boys, we called them Mango and Kiwi—go figure.) We documented my ever-growing belly with monthly photos. We listened at home to the babies’ heartbeats with a fetal stethoscope, mostly for the fun of it, but also because I was the proverbial Nervous Nelly as my due date approached. Our anticipation of meeting our kids for the first time was exquisite. But it was tinged with anxiety. What exactly were we getting into? I’ll give you a hint. It’s wasn’t all booties, bottles, and baby…Read More
The vast majority of people who sign a lease in California intend to stay for the entire year; however, circumstances can change quickly. Therefore, you may want to leave before your lease is up. If you break your lease, you need to know what responsibilities you have and when this is justified. Furthermore, your landlord might try to break your lease or force you to move out early as well. What does this look like, and when is this allowed? When A Landlord Can Break Your Lease When you sign a lease, you and your landlord are under a binding contract. Usually, this lasts a year. Under a typical lease, a landlord cannot force you to move out unless: You violate the lease terms, such as throwing large parties or damaging the property You fail to pay rent on time You commit a felony Under these circumstances, a landlord might be able to break your…Read More
Your legal and estate planning documents are some of the most important things that you have and should be kept up to date and organized. It can be hard to determine how to best organize these documents but with a bit of help, you can get your documents in perfect order. Why Organize Your Estate Planning Documents? When someone passes away the last thing that anyone wants to do is spend hours upon hours trying to sort through your estate planning documents. It can be hard to focus, it can be difficult to stay on task and find the documents you need, and it can be hard to find what you are looking for. An Orange County estate planning lawyer can help you get all the documents that you need and can help you find out how to best organize them. When storing your documents, storing by type and date is typically the best way to organize…Read More
Estate plans are a fantastic way to make dealing with the death of a loved one a bit easier and to help resolve the estate of someone that has passed. Knowing what you should be doing for your estate and when to update your plans is essential. There are some great tips that you can follow that will make your estate planning easier. When To Update Your Estate Plan – Major Life Changes When it comes to contacting an Anaheim CA estate planning attorney it is always best to take the time to update your estate planning documents after each major life change. This means when you have a child, when you get married or divorced, if you retire or if you get a new home, these are all major life events that would require a change in the estate documents that you have. Updating the documents that you have when you have a major life event…Read More
Estate planning can be difficult enough without having to worry about how to handle a blended family. With the help of a great Anaheim estate planning lawyer you can get all your estate planning Anaheim taken care of. Considerations With Blended Families The first thing to think about with a blended family is of course any children or step-children that are left behind after the individual passes. When you have a blended family, step-children are certainly a main concern in terms of how they are going to be included in the estate, if they are going to get any money left, or if they are going to be left out of the estate. With those that are dealing with estate planning that has to do with blended families, it is always best to include an estate planning Anaheim CA lawyer or consult a local estate planning attorney wherever you are living. Taking the time to plan out how kids…Read More
When it comes to leaving behind an estate after you have passed it can be difficult to distribute your estate evenly and fairly. That being said, it can also be difficult to protect your estate from people that believe they are entitled to it but may not be. If you are in Orange County, you may want to contact an estate planning lawyer Anaheim to get your documents in order. How To Protect Your Estate The first thing you want to do is to get your estate plans and what you want done taken care of and legally written down. Taking the time to have a legal and binding document written up and properly stored by an Anaheim CA estate planning attorney office is the best way to protect your assets and make sure that the people you want get the things that you want to leave to them. An estate planning lawyer is going…Read More
Now is the time of year we spring clean our homes. Besides your home, spend a little time this spring reviewing your estate plan to see if it needs a little sprucing up too. Contact the estate planning Anaheim CA Katje Law Group to assist you in making sure everything is up to date. Here are some tips. Review Accounts If you need help to review your documents, contact the Anaheim estate planning Katje Law Group. If you currently have a Revocable Living Trust, review your accounts to ensure the title of each account is in the correct name. Each account needs to be in the name of your trust. Check with your attorney if in doubt. Review Beneficiaries Check all beneficiaries on retirement accounts and life insurance policies and ensure that both primary and secondary beneficiaries are correct. If you have a minor child or a disabled person as a beneficiary, make sure you…Read More
Summer and travel time are fast approaching. That means many people will be on the road traveling to their favorite vacation spot. But how many of them will even think about checking their estate plan to make sure everything is up to date and correct? Perhaps you don’t have an estate plan. Now is the perfect time to get in touch with the estate planning Anaheim CA Katje Law Group. Ensure Your Estate Plan Is Updated By Checking The Following: Beneficiary designations — make sure you have completed and submitted these forms to the various holders of your retirement accounts and insurance companies. Did you, in error, designate a minor child as a beneficiary? The Anaheim CA estate planning Katje Law Group can help you complete this designation correctly. Financial/Medical Designations – Have you drawn up an advanced medical directive, durable power of attorney, and HIPAA release in the event of your incapacitation? Where are they? Before…Read More
There are general requirements for handwritten wills. As the laws vary from state to state, your handwritten will must be valid in your state. If you live in the southern California area, contact the Anaheim wills and trust attorney Katje Law Group to get the information you need about requirements in your state. The Anaheim estate planning law firm, Katje Law Group, will explain the four requirements for a handwritten holographic will to be valid in California. They are: It needs to be evident the testator, the person who has made the will, wanted the document to serve as their will The testator had to have testamentary capacity when the document was drafted The handwriting must be that of the testators The signature on the document must be the testator There can be complications with handwritten wills. Sometimes it is difficult for a probate judge to verify a handwritten will because of difficulty ensuring it is the…Read More
Have you wondered what you would do if a loved one in your family passed away? If they have left a trust, will or an estate plan, do you know what the next move would be? If you are at a loss and happen to live in Anaheim CA, Orange County, or the southern California area, contact the Katje Law Group, experts in estate planning Anaheim CA, for the help you need. The time period after the death of a loved one is critical from a legal perspective. The experts in estate planning Anaheim, Katje Law Group, is a smaller law firm and can provide services to their clients at a fraction of the cost of a larger law firm. A lower cost doesn’t mean you sacrifice quality in service. Katje Law Group has a friendly staff and expert attorneys with big law firm expertise and experience, making a big difference in navigating an estate plan for…Read More
