Category Archives: Estate Planning

In concept, trusts can be an excellent way to pass assets to your beneficiaries without making them go through the burden and expense of a California probate case.  However, this estate planning tool may not be the right answer for ... Read More

When your child has a significant disability that is expected to last into adulthood, it’s critical to plan for the future. This usually involves setting goals like deciding where they will live, applying for government benefits, and establishing a special ... Read More

Family members of loved ones with a serious psychiatric diagnosis can become very involved in advocating for their care and monitoring their condition. By the time the person becomes an adult, loved ones are often quite familiar with their symptoms ... Read More

When your child has special needs, there are several things you need to do to plan for their future. One of the most important ways to prepare for your child with a disability is through estate planning. Therefore, if your ... Read More

When a person dies without a formal will in place, California state law steps in and determines how the decedent’s estate is handled. This is defined legally as passing away intestate. In general, the assets of a person who dies intestate ... Read More

Appointment of a personal representative enables the administrator of the estate (the fiduciary) to handle the estate. Some of the duties now required by the representative is to gather the assets of the estate, pay liabilities and debts, settle creditor ... Read More

One thing we have learned from our time practicing in the area of estate planning is that no two client estate plans are exactly the same. It follows that no two probate procedures are the same. How long probate funds ... Read More

It’s not uncommon for contentious fights to break out among families when it comes to inheritance issues. However, parents leave assets to their kids to help them, not to cause strife that can be both expensive as well as emotionally ... Read More

An effective estate plan for many California families includes creating a durable power of attorney for health care directive. It appears, however, that two-thirds of individuals across the nation fail to do so. Generally referred to as a living will, ... Read More

When a loved one grows older, he or she may have difficulty with certain everyday tasks. Many seniors prefer to stay in their own homes as they age instead of moving to an assisted living residence or long-term care facility. ... Read More