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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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.
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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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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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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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How Californians Can Pass Along Tangible Assets to Loved OnesIf you're wondering what the best way to pass along your tangible assets to your loved ones, here's some tips on some of the best ways to do this.
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Beware of These Ongoing Scams! (And Tips on How to Avoid Falling Victim to Them)Beware of these latest scams and find out some of the best tips to avoid becoming the next victim of fraud.
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Understanding your role as a trusteeLearn the essential responsibilities of trustee in California. Understand your duties, rights & how to manage a living trust effectively as successor or...
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Kids Aged 18 to 26 Are Such a Problem! (Just not in the way you may think)by Attorney, Philip Kavesh Once a child (or grandchild) reaches age 18, in California and many other states he or she is ... Emergency Protection Plan
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Instead of Stocking Up on Toilet Paper, You Really Should Be Doing THIS Right Now!If you (or your spouse, together) have IRAs totaling over $150,000, read on... Your IRAs Are Ticking Tax Time Bombs! The ... IRA
