Category Archives: Blog

In many instances, credit card debt does not die with an individual, but unless an account was opened jointly, a surviving friend or relative will not have to pay off the debt in most cases. During the estate administration, it is ... Read More

When a person passes away, numerous tasks need to be completed to administer their estate. If the individual died without a will, the probate court will designate an administrator to assist with the process. If the decedent had a will, ... Read More

When parents are preparing their estate plans, they usually want to leave as much of their assets and property to their children as possible. When considering how to transfer ownership, it’s often preferable to avoid going through probate. For a ... Read More

In November of 2018, the Marvel universe lost its former publisher and chairman Stan Lee. Lee, the co-creator of legendary comic book superheroes such as Spider-Man, the Incredible Hulk, Iron Man, and Black Panther, passed away at 95 after battling ... Read More

A trust can be an invaluable estate planning tool. These devices give the grantor, or trust creator, the ability to direct assets into a separate legal entity for the benefit of named beneficiaries. Throughout its existence, the trust will be ... Read More

There are two different types of conservatorships in the state of California that I want to talk about. The first one is a conservator of the estate, so that’s for somebody who cannot manage their financial affairs and cannot resist ... Read More

Why should you want to avoid probate? For one, the probate process can take up to a year to complete, and it can be quite costly. For example, if you have a million-dollar house in California with a $900,000 mortgage, ... Read More

When you consider your estate plan, you may wonder which legal pathways to choose to protect and manage your assets, both during your lifetime and after your passing. Should you set up a revocable trust, an irrevocable trust, both, or ... Read More

As a young parent, you’re busy helping your children with homework, cooking dinner on weeknights, and planning fun weekend activities for the whole family. Estate planning may not be a top priority for you right now. However, you should consider ... Read More

If you’re a new parent, this is a hectic time in your life and estate planning may not be the first thing you think of when you wake up in the morning. However, the peace of mind that comes with ... Read More