Dana M. Heyde - Family and Estate Law

Feb

Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future

February 19, 2025Dana M. HeydeLaw, Estate Planning, Home, House, Trusts

Putting your home in a trust is a smart estate planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner’s insurance with your trust. Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get...

Jan

Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets

January 24, 2025Dana M. HeydeAssets, Beneficiary Rights, Estate Planning, Probate, Trusts, Uncategorized

When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding how accounts are titled and who has access to them isn’t just about convenience—it’s about ensuring your assets transfer smoothly to your loved ones while protecting them...

Jul

They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood

July 25, 2024Dana M. HeydeUncategorized

When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child and you want to be...

Jul

MOMMY ESQ. REPLACES MOMMY TRACKING WITH CAREER ADVANCEMENT

July 2, 2024Dana M. HeydeUncategorized

This article was originally published in Orange County Lawyer magazine. pages 28-29 July 2024 OC Lawyer Reprint JULY 2024 Heyde Grochow This article first appeared in Orange County Lawyer, July 2024 (Vol. 66 No. 7), p. 28. The views expressed herein are those of the author. They do not necessarily represent the views of Orange...

May

Untill Death or Divorce: Why You Need to Plan Now for Your Relationship’s End

May 2, 2024Dana M. HeydeDivorce, Assets, Beneficiary Rights, Children, Estate Planning, Law

After the excitement of Valentine’s Day fades away and the last indulgence of chocolate is savored, it’s crucial to turn our attention to a topic that may not be as thrilling as the idea of everlasting love: the reality that all relationships come to an end one day. Before you stop reading, hear me out....

Apr

PARENTS, STEP-PARENTS AND CHILDREN, OH MY!

April 8, 2024Dana M. HeydeArticles, Children, Estate Planning, Law, Probate, Trusts

BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children (or was it 2.5 children? Where does the .5 come...

Feb

PROBATE: WHAT IT IS & HOW TO AVOID IT — PART 2

February 9, 2024Dana M. HeydeUncategorized

PROBATE: WHAT IT IS & HOW TO AVOID IT — PART 2 Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most court proceedings, probate...

Jan

PROBATE: WHAT IT IS & HOW TO AVOID IT — PART 1

January 16, 2024Dana M. HeydeEstate Planning, Probate, Trusts

WHAT IS PROBATE Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding...

Dec

Parents’ Rights End When Children Turn 18. What Can You Do To Protect Them?

December 12, 2023Dana M. HeydeArticles, Children

December Blog December 12, 2023 Dana Heyde Parents’ Rights End When Children Turn 18. What Can You Do To Protect Them? Soon after the challenges and excitement of high school, your child has their 18 birthday. From a legal standpoint, this milestone also brings significant changes that every parent should be aware of. Your child...

Oct

The Great Wealth Transfer

October 25, 2023Dana M. HeydeEstate Planning

“The Great Wealth Transfer” or “The Silver Tsunami” Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous amount of wealth will pass from Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer...

1 2 3