Update Your Estate Plan Now!

By: Mark C. Doyle, Esq. TLD Law's estate planning department has been very busy as the COVID-19 crisis has spurred many people to update or complete their estate plans.  For many, updating their estate plan has been a loose end,... Read more

Estate Planning Services for Those on the Front Lines

As our communities are affected by COVID-19 we know that this can be a very challenging and uncomfortable time for doctors, nurses, other medical professionals and first responders. We can ease minds by getting estate planning in order, on their... Read more

Estate Planning and the Coronavirus

The need for having a proper estate plan in place has never been more true than the present environment today of both fear and preparedness. As you know, every California resident needs at least a durable power of attorney and... Read more

2020 Updates! SECURE Act – Quick Takeaways

As you may be aware, on December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law, which may impact your estate planning objectives. This new law includes the most significant changes to... Read more

Choosing a Trustee for Your Trust

One of the most important decisions you will make is who will serve as your trustee. The trustee you name will play a key role in administering your trust. After you die he will be tasked with transferring your assets... Read more

SANTA’S 2019 ESTATE PLANNING: A NAUGHTY OR NICE LIST

Have you been naughty or have you been nice in 2019? This article is directed towards all my clients, and all estate planners, including attorneys, accountants, trust officers, life insurance agents, and financial planners. This will help you decide whether... Read more

Megan A. Moghtaderi Elected as the 2020 Secretary/Treasurer for the OCBA Trusts & Estates Section

Congratulations to Megan A. Moghtaderi who has been elected 2020 Secretary/Treasurer for the Orange County Bar Association Trusts & Estates Section. In this position, she will move to Chair-Elect in 2021, and Chair in 2022. Megan's practice area includes estate... Read more

Year-End Estate Planning Checklist

2020 is on the horizon! It’s time to do a mental refresher of your estate plan to see if your estate plan needs to be updated. Do you have new family members? Does your will name appropriate guardians for minor... Read more

Can you Gain Access to a Decedent’s Apple Laptop without a Court order?

What happens when a decedent leaves behind a laptop with photos and art work that need to be accessed, and there is no way to access the contents of the computer? Is there a way to work with Apple to... Read more

The Last Great Tax Break for 2019

THE LAST GREAT TAX BREAK FOR 2019 You may be looking for a way to make a big difference to help further your charity. If you are 70½ or older you may also be interested in a way to lower... Read more