Focused And Personalized Attention Concerning Your Estate Planning Needs
Throughout their lives, many Americans may acquire assets and wealth such as a house, recreational toys, and investments. Unfortunately, no one can live forever, and tomorrows are never guaranteed. With that in mind, it is important to draft a will to insure that all...
Many people have put estate planning into the category of things they will get around to someday in the future. They may be under the impression that estate planning is a complicated process that takes a lot of work. However, for most California residents, preparing...
Most people in California probably assume that rock stars' financial lives are handled by legions of lawyers and accountants who make sure their clients' wealth is safely invested and their posterity provided for. This is not always the case, however. As a recent news...
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...