Estate Planning

Setting up a trust allows you to pass on assets to your beneficiaries without going through probate. Various types of trusts are...

If you are making an estate plan, you may want to include a living will that outlines your wishes for end-of-life care. It can be...

As most California lawyers and estate planning attorneys would likely state, estate plans are necessary to protect not only your assets...

A common issue that comes up in trust administration matters is whether a successor trustee will be paid for serving as the successor...

A majority of people do not have sufficient assets to warrant the time and expense of filing a probate petition. For estates where there...

As discussed in our blog on Heggstad petitions, revocable living trusts may be funded from property that is not identified by deed or...

There are two categories of powers of attorney: (1) durable power of attorney and (2) advance health care directive. Questions about this...

A life estate may be an effective estate planning tool when the goals are to preserve a home for elderly parent(s) for Medi-Cal planning...

The reason most people use revocable living trusts is to avoid probate. However, if the trust is not properly funded, a probate may be...

When purchasing a home, married couples and domestic partners need to decide how they wish to hold title on their deeds. In 2001, the...

A married couple buys their first house, and perhaps over the years, bigger houses with all the trimmings suitable for raising a family....

Most accounts, i.e., savings, checking, brokerage, etc., authorize the designation of one or more payable on death beneficiaries. This...

Developing an estate plan can feel strange as you must determine what property you want to pass on to others when your time comes....

Estate planning is necessary if a person wishes to distribute their assets in an efficient manner. A trust is a valuable estate planning...

It can be an exciting time if you’ve recently become a new parent in California. In addition to stocking up on diapers, it’s essential to...