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Do You Go By Different Names? Ensure That Your Estate Planning Attorney Knows

What is in a name? If you are a beneficiary of an estate, or if you are setting up an estate plan, your name means a great deal. It is not unusual for a person to go by different names, such as the name we are given at birth and the names we choose for ourselves. Some of us use nicknames; others use our middle name or initials as our primary name. We may also legally change our name due to marriage, divorce, gender identity, or personal preference. Some people even use different names within specific communities and groups. However you choose to identify yourself and whether you have changed your name formally or informally—in the eyes of the court or just among friends and family—you need to ensure that any different names, and variations thereof, are reconciled across legal documents, including your estate plan, to avoid confusion and unintended outcomes. Same Person, Different Name: Name Variations Are Common Your name is a seemingly simple detail that may not receive much atte...

When Trust Breaks Down: Navigating Trust and Will Disputes in Newport Beach

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  Planning an estate should bring peace of mind—not courtroom drama. But when emotions run high and a loved one’s final wishes are unclear, trust and will disputes can erupt like a sudden California storm. Maybe you were left out of the will unexpectedly. Or perhaps you suspect undue influence, or something just doesn’t add up with how the estate is being handled. These aren’t just petty family squabbles. For professionals juggling careers, families, and finances, these disputes can carry serious legal and emotional weight. Whether you’re in the thick of it or just sensing trouble on the horizon, understanding how these conflicts work—and what your options are—is critical. Let’s break it all down, one step at a time. What Are Trust and Will Disputes, Anyway? At their core, these disputes arise when beneficiaries, family members, or other interested parties challenge how a trust or will is written, changed, or executed. Some common reasons people fight over them include: A wi...