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Category Archives: Blog

What Can I Do if an Executor is Not Doing Their Job?

08/23/2023
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
Signing Papers

What is the Best Way to Leave My House to My Adult Child

08/23/2023
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

Lessons from Stan Lee’s Estate

08/23/2023
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

Does a Beneficiary Have the Right to See a Trust Document?

08/23/2023
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

What Triggers an Involuntary Conservatorship?

08/21/2023
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

How & Why to Avoid Probate in California

08/14/2023
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
Irrevocable Trust Vs. Revocable Trusts

Pros and Cons of Irrevocable vs. Revocable Trusts

08/14/2023
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
Living Trust

Should Parents of Young Children Create a Living Trust?

07/31/2023
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