Cottle Keen Lopiccolo & Heyde, LLP

07/25/2023

Dana Heyde had a great time moderating the OCWLA Book Club last night! "The Only Woman In The Room" is an amazing story of Hollywood celebrity Hedy Lamar.

07/20/2023

Does your summer reading need a jumpstart? Read Dana Heyde's book blog on "Summer Reading"

Summer Reading was a beach read in the sense that this romance took place on an island and had a simple plot. This was a predictable romance, but I thought it was cute. I liked that books and readi…

07/18/2023

Dana Heyde is celebrating reading 100 books in 2023! How many books have you read this year? Click the link below to see some of her favorites...

Woo Hoo! I’ve reached 100 books already in 2023! I can’t believe it either! I’ve read some amazing books this year, but also started and stopped many not so notable reads. I hope …

07/15/2023

Partner Dana Heyde had a great time at today’s OCWLA luncheon!

07/13/2023

Partner Dana Heyde had a great time with Mommy Esq. last night at the Tina Turner musical!

06/28/2023

Partner Dana Heyde continues to appear for her clients at hearings via Zoom, saving her clients money without sacrificing personal representation.

06/27/2023

Partner Dana Heyde had a great time moderating the OCWLA Book Club last night!

06/03/2023

I’ve been interested in the law ever since I read John Grisham’s The Firm in seventh grade! I was one of the youngest people to graduate in my law school class and I LOVE what I do. But my favorite thing is the opportunities I have carved out to really get to know my clients and strategize with them ways to improve their life. Their legal matter is just one aspect of their life, but I know that their vision for their happiness extends far beyond the matter I help them with. My passion is the law, and I feel so fulfilled with the way I can use my legal expertise to see it changing lives of my clients. What do you do, and what’s your favorite part about it?

05/30/2023

Congratulations on taking the first steps towards protecting your legacy! 🙌

Our Estate Planning process is designed to make sure your plan fits your values, needs and wishes. Check out this video to know what to expect when working with our team!

And don’t forget to visit our site to learn more about other services or schedule a session with us 👉 https://bit.ly/41lu3VR

05/28/2023

While in other states a POA can be used for medical purposes, in California it serves ONLY for financial control. 💰

If you want someone to be able to make medical decisions for you in case of injury or incapacity, you need a document called a health care directive.

We hope you found this series helpful, but if you still have questions, our team is here to guide and advise you on any Estate Planning topic.

Contact us today and take the first step towards securing your future 👉 https://bit.ly/3Yj0gvN

05/26/2023

Power of Attorney documents hold a lot of power, but It's not all set in stone. You have the choice to limit it. 🚧

When creating a POA, you can decide the amount of power your agent will hold, and the best way to come to the optimal level is with the help of a professional.

Start protecting your future today and schedule a consultation now 👉 https://bit.ly/41lu3VR

05/25/2023

National Wine Day is celebrated on May 25th each year in the United States. It's a day to appreciate and enjoy the many varieties and flavors of wine with friends and family. Cheers to National Wine Day!
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05/24/2023

Do you know who would take care of your finances if you become incapacitated? 🤔

Remember that this document gives someone else the authority to control your finances in an emergency, and you can choose the person you trust most as an agent.

Whether it's your spouse or your parent, we can help you designate the ideal agent for your POA.

Don't wait until it's too late, contact us today and schedule a consult 👉 https://bit.ly/41lu3VR

05/22/2023

A Power of Attorney is a powerful tool in Estate Planning and other legal areas. It allows you to appoint someone you trust to act on your behalf in case you are unable to do so yourself.

Choosing the right agent is very important, as they will have the authority to make decisions about your property, finances or investments. There are different types of Powers of Attorney, depending on your needs and preferences.

Join our video series this week and learn everything you need to know about Powers of Attorney!

05/20/2023

We’ve been assisting families with their legal needs for twelve years now and we LOVE what we do. But our favorite thing is helping our clients preserve their legacy for their loved ones through estate planning. Seeing how it changes lives by giving peace of mind is our reward. Creating an estate plan is an important step in securing your family’s future. Book a session with us today and get a Manicure AND Pedicure...as our MOTHER’S DAY GIFT to YOU! Invest in your family’s security and treat yourself! You DESERVE it! Link: https://s.ripl.com/3tf588

05/19/2023

We’ve been assisting families with their legal needs for twelve years now and we LOVE what we do. But our favorite thing is helping our clients preserve their legacy for their loved ones through estate planning. Seeing how it changes lives by giving peace of mind is our reward. Creating an estate plan is an important step in securing your family’s future. Book a session with us today and get a Manicure AND Pedicure...as our MOTHER’S DAY GIFT to YOU! Invest in your family’s security and treat yourself! You DESERVE it! Link: https://s.ripl.com/hc3ilx

05/16/2023

What a great Mommy Esq. event today! Partner Dana Heyde is thrilled to be the Co-Chair of this amazing group!

05/05/2023

Life doesn't always follow a predictable schedule, which is why it's crucial to regularly review and update your Estate Plan.

If you already have a plan, our team of experts can help you ensure that it reflects your current values, wishes, and perspectives.

And if you don't, we can work with you to create one that protects your assets and secures your legacy.

Don't keep procrastinating on this important matter! Contact us today to schedule a consultation http://bit.ly/3wD8S4c

05/03/2023

Every day in May is Mother's Day at Cottle Keen Lopiccolo & Heyde! 🌸💐

As a busy mom, you deserve some time for yourself. That's why this month we're offering a special gift to the first five moms who schedule a Family Wealth Planning Session with one of our expert trust attorneys.

Receive a gift certificate for a manicure or pedicure, and we'll waive the regular $750 Planning Session fee. 🙌

What are you waiting for? Schedule your appointment today and let's plan the future of your dreams together! 👉 https://bit.ly/41lu3VR

05/01/2023

CKLH is so proud of Partner Dana Heyde who is the Mommy Esq. Co-Chair. What a great meeting today at the Orange County Bar Association headquarters.

05/01/2023

Let's dive in and explore the Wills administration process.

The Will goes through probate, which is a court process that ensures your assets are distributed according to your wishes.

However, probate can take months or even years, and your family may need to hire an attorney, resulting in costly legal fees. Plus, there's always the chance of a family member contesting your Will.

The good news is that there are alternatives to probate that can help you avoid these issues. For example, with a Trust, your family can skip the probate process altogether, saving them time, money, and potential conflict.

Contact us today, and learn more about our planning strategies 👉 https://bit.ly/3Yj0gvN

04/26/2023

Have you thought of starting your own law firm but remain unsure where to begin? Join this month's Mommy Esquire meeting on April 27!

Attorneys Shirin Forootan and Lauren Grochow will discuss some of the challenges and adventures in their journey, and CKLH Partner Dana Heyde will be moderating this discussion. 🙌

Save the date and don't miss out on this opportunity! ✍ Register at OCBAR.ORG or email [email protected].

04/20/2023

Partner Dana Heyde was thrilled to get to chat with Presiding Judge Hernandez and Associate Presiding Judge Pham last night at her Inn of Court meeting. These women are so inspiring!

04/13/2023

If you think Estate Planning is only for married couples or parents, think again!

As a single person with no kids, you might actually need an Estate Plan more than anyone else. Why? Because if you don't have a plan in place, you're risking everything you've worked hard for.

Don't wait until it's too late, check out our latest article to learn 3 important reasons why Estate Planning is crucial for single people: http://bit.ly/3KT85Vc

04/11/2023

Dealing with the aftermath of a loved one's passing can be overwhelming. That's why it's essential to have supportive and effective representation for Trustees and Beneficiaries.

Our experienced attorneys are here to help you navigate the complexities of trust administration, and ensure that your loved one's estate is distributed as they intended.

We can help you understand your rights and duties under a trust and provide you with thoughtful and strategic options.

Schedule a consultation here: http://bit.ly/3wD8S4c.

04/07/2023

Our attorneys have some pretty incredible recent victories that make them proud!

These unforgettable moments are sure to inspire and motivate you, so get ready to be amazed. From exhilarating triumphs to heartwarming memories, our attorneys have experienced it all.

Take a look at these stories. Let's dive into their fascinating journeys!

04/05/2023

If you own a business in California and are married, it's important to know that your spouse may be entitled to half of it in the event of a divorce. But don't worry, there are ways to use Estate Planning to protect your business and other separate assets.

Our latest article covers what happens to your business during a divorce in California and why having a written agreement with your spouse is crucial.

Click here to read the article: http://bit.ly/3ZhGKjT

04/03/2023

Sometimes good intentions can turn into bad ideas, especially when it comes to family trusts.

Did you know that appointing all your children as co-trustees might not be the best idea?

Often, disagreements between siblings can prevent the trust from being administered properly, leading to trust litigation and court appointments of a sole trustee. This defeats the purpose of avoiding court altogether.

If you need help setting up a trust or want to review your current trust provisions, we're here to help. Request a consultation here: http://bit.ly/3wD8S4c

03/31/2023

Are you aware of the potential obstacles and costly litigation process that could happen between a trustee and a beneficiary?

Cottle Keen Lopiccolo & Heyde has litigated many disputes between trustees and beneficiaries where the Trustee was not managing the trust efficiently.

An important part of Estate Planning is selecting the right fiduciaries so this does not happen to your family.

Don't wait until it's too late! Click here to read the article now: https://bit.ly/3Yj0gvN

03/29/2023

As women in the legal profession, we believe that it is critical to collaborate, partner and lift up our fellow females to advance the good of all. We want to celebrate the ways that our attorneys contribute to the advancement of women in Orange County.

We couldn't be prouder of our colleague, Dana, for her recent achievements as President of the Orange County Women's Lawyers Association and Co-Chair of the Mommy Esq. committee.

Julie is a member and served on the Board of Directors for the National Association of Women Business Owners- Orange County Chapter; an organization that advocates for the advancement of women business owners.

CKLH is proud to be 100% women owned and operated.

We are confident that, in these roles, she will continue to inspire and empower other women to pursue their dreams and make their voices heard.

03/27/2023

Are you ready to take control of your future?

An Estate Plan isn't just for the wealthy or elderly, it's for anyone who wants to protect their family and financial well-being.

Besides a Will, Estate Plans contain other important documents such as a Power of Attorney, which allows you to name someone you trust to manage your finances on your behalf.

Don't leave your future to chance! Start planning today: http://bit.ly/3wD8S4c

03/24/2023

We're excited to announce that Cottle Keen Lopiccolo & Heyde is proud to support youth sports teams in our community. This month we kicked off the baseball season by sponsoring the Ducks a t-ball team located in the City of Orange.

In addition, our Dana had the honor of awarding two exceptional students with the February Bar Stipend as part of her role as President of the Orange County Women Lawyer Association.

Congratulations to the deserving recipients!

03/22/2023

Getting married for the second time? Congratulations! But have you thought about updating your Estate Plan?

If you have a blended family, things can get a bit complicated. Without a carefully considered Estate Plan, your loved ones may face misunderstandings and land in court if something unexpected happens to you.

Don't let that happen! In our latest article, we cover 5 common Estate Planning concerns you should keep in mind for your second marriage: http://bit.ly/3EVgpjC

03/20/2023

Inspiration can strike in any form or at any time.

Our team of talented attorneys recently shared what motivated them to become the exceptional legal professionals they are today. Take a look!

03/16/2023

The latest edition of Orange County Lawyer magazine is now available, and we're thrilled to announce that our own Dana Heyde is a featured guest writer!

Her article explores the legal implications of the Dobbs case on women's health, offering valuable insights and analysis for anyone interested in this critical issue.

Don't miss out on this must-read article! Read it here: https://bit.ly/3KXAxFA

03/13/2023

An Estate Plan is more than just one document. There are many components that make up a fully functional plan. ⚙️

Depending on your needs, desires and concerns, your Estate Plan may include different documents. A few examples of these are:

📃 Medical Power of Attorney
📃 Financial Power of Attorney
📃 Incapacity documents
📃 Will
📃 And more…

Do you want to learn more? Request a consultation today. 👉http://bit.ly/3wD8S4c

03/09/2023

The experienced attorneys at Cottle Keen Lopiccolo & Heyde, LLP will help you develop a comprehensive estate plan tailored to your needs so that you and your heirs can rest easy. 🙌

Our estate planning attorneys help you identify the loved ones you wish to inherit your estate, and draft a trust benefiting only them. 💞

Request a consultation today 👉http://bit.ly/3wD8S4c

03/07/2023

DIY or one-size-fits-all plans are never a good idea! ⚠️

As professionals, before creating an Estate Plan, we want to get to know you, your family and your needs.

Together we can create one plan that fits your values, needs and current family situation. You are unique and so should your Estate Plan!

Don’t leave your family abounding in uncertainty! Request a consultation today. 👉 http://bit.ly/3wD8S4c

03/02/2023

The estate tax is a federal tax imposed on the transfer of the estate of a person who passes.

You can reduce your estate tax liability, or even eliminate it all together, by using various estate planning strategies.

Learn more about this in our Blog. 👉 http://bit.ly/3j8N917

02/28/2023

We understand the complexities of Estate Planning and the questions you will have throughout the process. 🤝

We offer a client-focused process that guides you throughout the creation of your Estate Plan.

Request a consultation today 👉http://bit.ly/3wD8S4c