When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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What to Consider If You’re Receiving a California InheritanceSometimes receiving an inheritance can be more difficult than expected, which is why it is important to plan for potential challenges and tax implications.
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Challenging Someone’s Mental Capacity to Create a Will or TrustIf a person lacks sound mind, a probate court could reverse decisions made in a will or trust. However, proving mental incapacitation can be difficult.
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It’s Time For…Attorney Peter Keon discusses yet another trip to watch MLB Spring Training.
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The Devastating, Yet Avoidable Probate ProcessTips on how a living trust can help you avoid the costly, time-consuming probate process, ensuring secure asset distribution and peace of mind.
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Why Unmarried California Couples Need an Estate PlanCalifornia law favors spouses and close relatives when it comes to inheritance, which means unmarried couples must be proactive in estate planning.
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Preparing for the UnexpectedHaving the right estate planning documents in place is crucial, but even more so if you're away from home and may need to be unexpectedly rushed to the hospital
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Why You Need to Review Your Estate PlanEven if you have a will or trust, tax laws can change or you may decide to move to another state. Learn more here about why you need to review your estate plan.
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Understanding Charitable Trusts in CaliforniaCreating a charitable trust is a great way to help others after you’re gone, while helping loved ones and yourself while you’re alive.
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Choosing the Ideal Guardian for Your ChildrenIf you have children, you should have a will that names a guardian for them. Here, learn more about choosing the right person to care for your children.
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Writing Your Own Will Could Be a Financial MistakeWriting your own will can be risky, even if you believe you understand the process and necessary paperwork. DIY wills can end up being costly for your family.
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URGENT BREAKING NEWS: You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - Here are some frequently asked questions about Prop 19.California voters approved Prop 19 that may dramatically reduce your children’s ability to retain your below market property tax assessment.
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URGENT BREAKING NEWS: You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your ChildrenCalifornia voters approved Prop 19 that may dramatically reduce your children’s ability to retain your below market property tax assessment. Learn more here.