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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Understanding and Avoiding EscheatmentCalifornia’s escheatment laws allow the state to take your assets if you do not create a comprehensive estate plan. Learn more from our CA attorneys.
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Claiming Social Security Benefits at Age 70Understanding how this decision impacts your overall estate planning strategy is crucial for maximizing both current income and future legacy protection.
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“What Are My Rights as a Beneficiary?”Learn the 5 key rights of beneficiaries in estate planning, including access to estate info, accountings, distributions, impartial treatment, and legal counsel.
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NFA Gun Trusts in CaliforniaA gun trust can be a low-risk way to pass on NFA firearms to family members and other potential heirs. Learn more here.
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When a Social Security Recipient Dies, Survivors May Be Eligible for BenefitsLearn about Social Security survivor benefits, including lump-sum death payments and monthly benefits for spouses, children, and other eligible family members.
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Why Joint Tenancy May Not Be the Best Strategy for YouJoint tenancy might seem like an easy way to avoid probate, but it could put your assets at the mercy of negligent relatives or impartial creditors.
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Estate Planning for Non-U.S. Citizens Who Live in CaliforniaPeople who aren’t United States citizens may have to consider estate planning law both in California and their home country. Learn more here.
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Blind Trusts in CaliforniaBlind trusts can be incredibly useful tools for people who desire privacy or who need to reconcile possible conflicts of interest. Learn more here.
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Having a Conversation About Long-Term Care With Your Aging ParentsTalking to your parents about long-term care can be difficult, but there are some ways to help make the conversation easier. Learn more here.
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Britney’s Song Can Teach Us a LessonThe very public Britney Spears conservatorship dilemma is playing out for the world to see. This is why proper estate planning is so critical.
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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.
