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September 2018 Archives

Can you prevent someone from benefitting from your estate?

One of the main reasons that California residents choose to create their own personal estate plans is to take control over how their money and assets are divided and passed out after their deaths. For example, if a person dies without an estate plan in place, their estate may be distributed to their heirs based on the laws of intestacy currently included in the state code. This could mean that an heir that the decedent did not want to collect from their estate could benefit from the decedent's passing.

How will probate affect my family?

No one enjoys thinking about what will happen in the event they pass away. Death can be a scary thought and it’s emotionally painful to consider how loved ones will be impacted by the loss.

Different types of trusts serve different estate planning needs

A trust is an important estate planning tool that California residents may use to protect their assets and wealth and preserve them for the benefit of their loved ones once the estate planner has passed on. However, there are many different kinds of trusts that individuals may establish. Different trust formats can accomplish different estate planning goals and may serve the diverse needs of California residents.

3 common mistakes that may delay the probate process

Creating a will is an important step in planning for the future of your estate and family after you’re gone. A well-crafted, comprehensive estate plan can take time and expertise to complete, but it’s worth the effort to mitigate the chances of a complicated, divisive probate process.

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Get the peace of mind that you deserve. First, attend a seminar. This will entitle you to a free initial consultation and a discounted estate planning fee. To learn more about our services or sign up for a seminar, contact us online or call us at 866-402-1805. We have offices in Torrance, Orange, Newport Beach, Pasadena and Woodland Hills.

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