May 21, 2019

Treating Children Fairly Does Not Necessarily Mean Equally

Most parents want to treat their children fairly in their estate planning. Many people assume that means having their children inherit equally. But fair does not […]
January 17, 2019
Your Rights as a Trust Beneficiary in California

Your Rights as a Trust Beneficiary in California

A trust beneficiary has specific rights to trust information and payments in California. If you benefit from a trust set up by relatives, learn about your […]
January 15, 2019
What to Do If You Receive a Crummey Notice from a Trust

What to Do If You Receive a Crummey Notice from a Trust

You just received a notice from the trustee of a trust, with the words “Crummey Notice” or “Notice of Withdrawal Rights” at the top. You are […]
January 10, 2019
Three Tips for Owners of Rental Real Estate Planning for the Future

Three Tips for Owners of Rental Real Estate Planning for the Future

Owners of rental real estate need to do some future planning to protect their income stream and pass it on to their heirs. Here are three […]
January 8, 2019
Will Refinancing Your Home Change Your Estate Plan?

Will Refinancing Your Home Change Your Estate Plan?

If you plan to refinance the mortgage on your house and already have an estate plan, you may need to make some changes. First, figure out […]
January 3, 2019
What Happens to Your Credit Cards After Your Death?

What Happens to Your Credit Cards After Your Death?

If you have bills and expenses that exceed your regular income, you may have some credit card debt. Debt often matters in estate planning when figuring […]
January 1, 2019
What Happens to Your Student Loans After Your Death?

What Happens to Your Student Loans After Your Death?

If you have significant student loans like many Californians, you may wonder if they will affect your estate planning. You probably have concerns about burdening your […]
December 27, 2018
How the Birth of a Child Affects Your Estate Plan

How the Birth of a Child Affects Your Estate Plan

For new parents, just getting out of the house can be a struggle, let alone getting to a lawyer’s office for a serious meeting. Take the […]
December 25, 2018
How a Marriage Affects Your Estate Plan

How a Marriage Affects Your Estate Plan

You just returned from your honeymoon, and you and your new husband or wife are filling out paperwork to change your last name. You suddenly realize […]

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