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,...
Before the beneficiaries get their inheritance or creditors get paid what the decedent owed them, the probate court in California must validate the decedent's will and close out their estate. If there is no will, the court will apply California's intestacy laws to...
Irrevocable living trusts are a popular asset protection tool in California and throughout the United States. They allow individuals to transfer ownership of their assets to a trust, which is then managed by a designated trustee. This can provide numerous benefits,...
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...
Trusts are an excellent estate planning tool for Californians as they provide asset protection. Although someone generally can't bring a lawsuit against a trust, filing a claim against the trustee can occur. When creating your estate plan, you should understand the...
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...
A crucial step in the estate planning process in California is establishing a trust. Understanding the steps that go into creating trusts should make this process less overwhelming. Choosing the right type of trust Before people can open trusts, they must choose what...
When you receive an inheritance from someone's estate in California, you can refuse to accept it for whatever reason you see fit. This is known as "disclaiming" the inheritance, and it's a perfectly legal way to handle receiving a property you don't want. Reasons to...
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....