Knowledgeable Advocacy For All Aspects Of Estate Administration, Trusts And Conservatorship Matters
One of the goals of estate planning is to ensure that your assets, including any California real estate you own, go to your designated heirs after your death. However, sometimes people pass away without a will, or that document may be unclear regarding who should get...
Trusts are known to be a pretty solid estate plan option for many California residents. However, it’s not exactly uncommon for people to be displeased by the results of a will or trust. Just like wills, you can absolutely contest a trust under a few conditions....
Probate in California typically takes longer than in other states. On average, probate takes six to eighteen months to complete. In rare cases, it takes two years or more for the beneficiaries to receive their inheritances. End of probate Beneficiaries can only...
Assets held in your California estate at the time of your death will likely be subject to state probate laws. During the probate process, your estate is represented by an individual either appointed by the person overseeing the case or who is appointed in your will....
Trusts might seem like a complicated estate planning tool for some California residents. Even though they sound complicated, living trusts can make the estate planning process go more smoothly. How does a living trust work? Anything placed into a living trust is...
When creating your estate plan as a California resident, you might want to include a trust. You should know the differences between revocable and irrevocable trusts so you can choose the one that’s appropriate for you. What is a revocable trust? A revocable trust, or...
For estate planning in California, trusts are a powerful tool for managing asset transfers, avoiding probate, and reducing taxes. However, they can be a little tricky to manage for those who are not fully prepared. Revocable Trusts A revocable trust can be set up to...
Creating your will in California takes a lot of thought, which could make it time-consuming. One of the most important details is choosing an executor who will oversee your estate once you’re gone. Although it doesn’t happen often, you might want to remove them. Why...
The love and support you show for a disabled loved one in California doesn't have to end when you pass. You can set up a special needs trust in order to provide for them even after you are gone. There are a certain number of rules and regulations that will have to be...
Estate planning has many different components for families in California, and the larger the estate is, the more complex the plan needs to be. There are multiple considerations, such as tax savings, asset preservation, seamless transitions, and managing outstanding...