Knowledgeable Advocacy For All Aspects Of Estate Administration, Trusts And Conservatorship Matters
Aging can be a period of great difficulty and complexity for people in California and around the country. During this time, the elderly need additional support and quality moments shared with family. If you have yet to help your aging parents create an estate plan,...
No one knows when their time will come, but everyone should take the necessary steps to protect themselves and their loved ones in case of an unexpected illness or death. That's where estate planning in California comes in. An estate plan is a critical strategy that...
A major part of creating an estate plan in California is choosing beneficiaries. These are the individuals who will inherit your assets after you die. Naming beneficiaries When people create a will or name beneficiaries for a trust, insurance policy or investment...
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...
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...
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...
If you have money, property and other assets, then estate planning is something that you should take very seriously. No one knows when their time will come, and it's important to have a plan in place for your loved ones in case something happens to you. To ensure that...