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LET'S TALK:
Insights
Daniel Rodriguez
Aug 1, 2022
The role of a living will in your estate plan
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...
Daniel Rodriguez
Jul 27, 2022
Is a Living Trust Appropriate for a Californian? If I Form One, Do I Still Need a Will?
As most California lawyers and estate planning attorneys would likely state, estate plans are necessary to protect not only your assets...
Daniel Rodriguez
Jul 27, 2022
How Are Trustees Paid?
A common issue that comes up in trust administration matters is whether a successor trustee will be paid for serving as the successor...
Daniel Rodriguez
Jul 27, 2022
Non-Probate Transfers in Estate Planning – Bank and Other Financial Institution Accounts
A majority of people do not have sufficient assets to warrant the time and expense of filing a probate petition. For estates where there...
Stephan Brown
Jul 27, 2022
Heggstad Petition Denied? Latest Update on Heggstad Petitions
As discussed in our blog on Heggstad petitions, revocable living trusts may be funded from property that is not identified by deed or...
Daniel Rodriguez
Jul 27, 2022
Powers of Attorney—A Necessary Component of Any Estate Plan
There are two categories of powers of attorney: (1) durable power of attorney and (2) advance health care directive. Questions about this...
Daniel Rodriguez
Jul 27, 2022
Life Estates as an Estate Planning Tool
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...
Daniel Rodriguez
Jul 27, 2022
Short-Circuiting Probate With Heggstad Petitions in California
The reason most people use revocable living trusts is to avoid probate. However, if the trust is not properly funded, a probate may be...
Daniel Rodriguez
Jul 27, 2022
Non-Probate Transfers in Estate Planning – Community Property with Right of Survivorship
When purchasing a home, married couples and domestic partners need to decide how they wish to hold title on their deeds. In 2001, the...
Daniel Rodriguez
Jul 27, 2022
The Legal Significance of Titling Jointly-Held Real Property
A married couple buys their first house, and perhaps over the years, bigger houses with all the trimmings suitable for raising a family....
Daniel Rodriguez
Jul 27, 2022
Payable on Death (POD) Accounts in California —One of the Best Kept Secrets in Estate Planning
Most accounts, i.e., savings, checking, brokerage, etc., authorize the designation of one or more payable on death beneficiaries. This...
Daniel Rodriguez
Jul 27, 2022
What Needs to be Included in an Estate Plan in California?
Developing an estate plan can feel strange as you must determine what property you want to pass on to others when your time comes....
Daniel Rodriguez
Jul 27, 2022
What Does a California Trust Accomplish?
Estate planning is necessary if a person wishes to distribute their assets in an efficient manner. A trust is a valuable estate planning...
Daniel Rodriguez
Jun 14, 2022
Naming a guardian and trustee is essential with a new child
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...
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