The 6-Stage Probate Process In California
When someone dies, the money and property that make up their estate will be distributed to their heirs. Usually, for those assets to be properly…
The 4 Things You Should Know About Settling An Estate
When it comes to settling an estate, the process can feel overwhelming and complicated. From navigating complicated legal documents to ensuring that everything is taken…
When Is Probate Absolutely Necessary?
It is important that individuals understand the potential legal implications of their decisions. This article provides helpful information, however, it should not be taken as…
Petition to Determine Succession to Real Property
Transferring Real Estate and Personal Property Worth Less than $184,500 Whenever real estate is owned by the decedent, there must be some type of procedure…
Affidavit Regarding Real Property of Small Value
Transferring Real Estate Worth Less than $61,500 Whenever real estate is owned by the decedent, there must be some type of procedure to transfer the…
12 Common Mistakes Executors Make In Probate
After a loved one passes, the probate court is responsible for ensuring that creditors are paid and any remaining assets are properly distributed to beneficiaries….
3 Ways To Estate Plan When Remarried
Determining Your Goals And Priorities 1. Tax savings – Estate planning allows you to establish order of priority and plan according to your specific needs, allowing…
Trust Administration
Representing Successor Trustees of a Trust The most common estate planning tool is a revocable living trust that transfers assets at death to designated beneficiaries….
Medical Directive –Documenting Your Final Wishes
Facing our own mortality is an arduous task, perhaps one of the most difficult challenges we will ever encounter. Nevertheless, if we desire a meaningful…
Trustee Fees—How Much & Who Gets Paid?
When someone passes away with a trust, their assets and property must be distributed according to the terms of the trust. The person who is…
You Have A Will: Is That Enough?
Roughly half of all Americans don’t have a will, so if you’ve already taken this vital step to protect your assets and successors then congratulations…
6 Step Estate Plan For You And Your Parents
Step 1 – Make A Record Of Your Emergency Information Keeping your important information organized and accessible is essential for moments of crisis. Documenting digital…
