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 Need to Update Your Estate Plan After Moving to CaliforniaWhile 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.
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Mother's Day Reflections by Arlyn Villanueva, Director of Operations & Estate Planning Paralegal - May 2021 NewsletterWe just wanted to take the time to wish all of the mothers, grandmothers, aunts, stepmoms, and mother figures a very Happy Mother's Day!
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Business Succession and Estate PlanningOnly 10% of all family-owned businesses last beyond two generations, which is why it is important to have a business succession plan in place. Learn more here.
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Estate Planning for Your PetCA is one of several states which lets residents name guardians or create trusts to ensure a pet is well cared for after their owners die. Learn more here.
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Community Property in CaliforniaCalifornia is one of nine states with community property laws. These laws can have a significant impact on the estate plans of married couples. Learn more here.
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"It's Time For..." Peter's Annual MLB Spring Training Trip - April 2021 NewsletterAttorney Peter Keon discusses yet another trip to watch MLB Spring Training.
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Settling Debt on a California EstateWhenever someone dies and leaves behind an estate in California, there’s the possibility creditors could make claims on the inheritance.
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An Overview of California’s Probate ProcessIf you’ve been made a custodian of a will or representative of an estate, you need to know California’s deadlines and expectations for probate. Learn more here.
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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.