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Category Archives: Estate Planning

What You Need to Know About Mental Capacity Standards in California

08/23/2023
A person’s mental health and intellectual functioning are central to their ability to sign a legal document. When it’s possible a signatory was cognitively impaired at the time he or she created or amended a will or trust, questions can ... Read More

Are Electronic Wills Coming to California?

08/23/2023
On March 19, 2020, Governor Newsom issued an order for all California residents to stay home to help prevent the spread of COVID-19. Since that time, Californians have had to adapt to managing almost every aspect of their lives remotely. ... Read More

Estate Planning and Transmutation of Marital Property

08/23/2023
When a married couple is planning for their estate, matters can become surprisingly complicated. This is especially true when the two had assets coming into the marriage, or separate property. Often, spouses mistakenly designate assets in their estate plans without ... Read More

What is Happening with Aretha Franklin’s Estate?

08/23/2023
In late June, the trailer for the new biopic “Respect” was released. The highly-anticipated film stars singer and Oscar-winning actress Jennifer Hudson as the “Queen of Soul” Aretha Franklin. When the legendary R&B artist passed away in August of 2018, she died ... Read More

Can you name your doctor as your health care proxy?

08/23/2023
When selecting a family member to become your health care proxy or agent in Woodland Hills, you may run the risk of creating contention by choosing one over the other. To you, an easy way to avoid the potential for ... 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 administrated ... Read More
Estate Planning

Estate Planning for Unmarried Couples to Protect Assets

08/07/2023
Good estate planning is always important, but you should put even more care into your estate plan if you and your significant other choose a long-term partnership over legal marriage. A thorough estate plan will help prevent serious issues in ... Read More
7 Tips For California Special Needs Estate Planning

7 Tips for California Special Needs Estate Planning

05/11/2023
Preparing for the future is particularly important when you care for a loved one with special needs. Their future care after you pass away or are no longer able to personally meet their needs requires careful forethought and advance planning. ... Read More