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...Read More

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...Read More

As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to overlook a crucial aspect of their future: what happens to them if we’re no...Read More

Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed you how you want to do it differently, as your parents’ age,...Read More

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...Read More

Legal Planning for Your High School Graduate If you’re the parent of a high school graduate this year, congratulations! You’ve put in a lot of time and effort toward earning that diploma, and whatever their next step in life will be, you likely want to protect them just as much as you did while they...Read More

The distribution and management of family trusts are tricky. A beneficiary is owed a duty by the Trustee to marshal and account for all trust assets. A beneficiary is also entitled to receive all distributions specified in the trust. Sometimes it seems like a Trustee is withholding a distribution from a sibling to get even...Read More