Our Estate Planning and Probate Article Library

Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.

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Why You Should Create an Estate Plan Even If You Don’t Have Heirs You may not want to create an estate plan if you don’t have children or a spouse. But, you still have options to create a legacy protected from the court.

Category: Estate Planning
You're Never Too Old and It's Never Too Late - September 2021 Newsletter Here’s an interview with Mr. Kavesh and Kristina about this decision to go back to school that we thought was worth a share.

Category: Newsletters
When You Should Rewrite Your Will Completely While changing your will to include a codicil may seem easier, it is often simpler and safer to redraft your will outright. Learn more here.

Category: Estate Planning
A Glossary of Important California Probate Terms If you are beginning probate, here are some of the most common and important California probate terms you are likely to encounter in court.

Category: Probate | Probate
Creating a Special Needs Trust A special needs trust can help California parents protect their children’s well-being while ensuring they can still get government assistance.

Category: Estate Planning
My “Summer School” Education - August 2021 Newsletter With school still out and kids on summer break, I’m reminded of some interesting and formative summer experiences of my childhood, growing up in a small, rural farm town in South Jersey (Don’t believe there’s farmland in New Jersey? Well, my hometown’s name is “Vineland”!).

Category: Newsletters
How to Ensure Your Will Is Valid and Safe From Challenges Wills in California have to meet certain legal requirements. If any are missing, the writer’s estate could be invalidated. Learn more here.

Category: Estate Planning
Britney's Song Can Teach Us a Lesson - July 2021 Newsletter With Britney Spears’ terrible, unseemly conservatorship matters splashed all over the press, it’s hard not to know about her plight. Many people sympathize with the #FREEBRITNEY movement. Others find her sad story to be merely entertaining. Regardless of how you may feel about Britney and her very public dilemma, there’s a lesson here for all of us.

Category: Newsletters
What to Know About Inventorying an Estate in California If you have been appointed the representative of a California estate, inventorying the decedent’s assets is among your most important responsibilities.

Category: Probate
Understanding Ambiguous Wills in California Probate An ambiguous will is one that is not clearly defined or explained and may cause complications in California probate. Learn more here.

Category: Trust & Estate Administration
Father Becomes Grandfather by Attorney, Phil Kavesh - June 2021 Newsletter As we prepare to celebrate Father's Day later this month, I spent some time thinking about all the father's in my life.

Category: Newsletters
Why You Need to Update Your Estate Plan After Moving to California While many legal documents may still be valid after a move, you need to understand estate planning laws in the state where you choose to live. Learn more here.

Category: Estate Planning

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They helped me put my Dad's estate in order, after his death. I recommend them for trust and estate planning. Jess Caldejon

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Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
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