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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Preparing for the Unexpected - March 2021 NewsletterRead about how our attorney, Peter Keon is "Preparing for the Unexpected" in our March Newsletter
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Estate Planning for People Who Are SingleEstate planning is not just for married couples. Single people need to plan for their future, as well. Learn why you need to create a plan if you’re not married
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Marshalling and Managing Estate AssetsWhen you’ve been entrusted to manage an estate, you must gather all the deceased’s properties and create an inventory and appraise their value.
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An Intestate Will Leaves Your Assets and Loved Ones in the Court’s HandsSorting out an estate without a will can cause unexpected problems in California probate court. Learn more here.
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The Importance of Having a Will and a Living TrustWills and living trusts may seem like similar documents, but each has different functions. Learn more about both documents as part of a well-planned estate.
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Protecting Your Estate When You’re Getting a DivorceDivorce changes a lot in your life, and you need to reconsider your will, estate, and assets. Here, learn more about protecting yourself after a divorce.
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Planning Your Estate When You Have ChildrenNew parents who want to prepare for the future need to choose a guardian for their children, write a will, and establish a living trust.
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You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - January 2021 NewsletterIn November, California voters approved Proposition 19. This may dramatically reduce your children’s ability to retain your below market property assessment
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Safe Holiday Tips, Scams to Watch Out For and More! - December 2020 NewsletterPhil Kavesh gives you tips on how to safely celebrate the holidays with your family during a pandemic.
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Remembering Roger - October 2020 NewsletterPhil Kavesh reminiscences on his time with Rodger Minor and the impact he's had on his life.
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Lots to Be Thankful for in 2020 - November 2020 NewsletterLots to Be Thankful for in 2020 2020 has been an extremely difficult year for EVERYONE. Especially for those who have lost loved ones due to the pandemic, to those who have lost their jobs, who have faced the challenges of stay-at-home living, working and distance learning for their kids, and all of us who could not escape the heated media coverage and personal conversations around politics, elections, racism, and civil unrest. With all this tumultuous environment of 2020, as we near the Thanksgiving holiday, I find myself taking the time to stop and reflect on the many things that I am grateful for this year.
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How to Make Modifications to a Living Trust-Based Estate PlanWhenever there is a significant change in your life, you should review your estate plan to determine if you need to modify your living trust.
