Focused And Personalized Attention Concerning Your Estate Planning Needs
Now that same-sex marriage is here to stay in California, LGBT couples who have tied the knot can enjoy the same legal advantages available to all married couples when it comes to estate planning. Many same-sex married couples have no estate plan in place at all;...
The basic concept of a trust is very versatile and can be adapted to accomplish a number of goals. One of the most useful forms of trust for California residents is the special needs trust, which is designed to provide for the supplemental needs of a disabled person...
Under California law, undue influence can be grounds to challenge the validity of a will or trust. A 2014 case from the California Court of Appeals illustrates the courts' power to void estate planning documents procured by undue influence. The case involved the third...
People who are starting the estate planning process often wonder about the potential estate or inheritance tax implications. For most individuals in California, this is no longer a major concern. California has no estate tax for individuals who died on or after...
Probate is the court-supervised process of estate administration and property distribution after an individual dies. In California, probate can be a lengthy and expensive process. Legal fees - which are based on the size of the estate - and court costs can eat up a...
When blues legend B.B. King died last week he left behind a legacy of music that has influenced countless musicians in California and around the world. Unfortunately, he also left behind a brewing fight between his children and his business manager over the management...
Estate planning inevitably requires making some assumptions about the future. But none of us can clearly predict the circumstances and needs of our heirs long after we are gone. Fortunately, California law allows a testator to leave some asset distribution decisions...
People in California often want to plan for their own financial future as well as those of their living heirs, but those with significant assets may have an interest in thinking even further into the future. California residents who want to share their wealth with...
People who call the Sacramento area home know that a community is built one family at a time, and when people work together for mutual financial prosperity the community is strengthened. That is the philosophy of Michael Sawamura, who has made Sacramento his home and...
People in California who have worked for decades in order to ensure a healthy and prosperous retirement might be shocked to know that their pensions and retirement accounts might not be as safe as they had banked on. According to a recent AARP bulletin, pension...