By

Dana M. Heyde
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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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“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...
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