Property Deeds, Property Ownership, and Estate Planning
During your lifetime, the minutia of property deeds and changing property ownership can seem like insignificant details as long as you get to use the property. For estate planning purposes,…
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Choosing the Right Trustee for Your Trust
Choosing the right trustee for your trust takes careful consideration. The trustee will manage any assets you place in trust and will hold a position of great responsibility. In California,…
Is Your Safe Deposit Box Too Safe?
A safe deposit box is a great place to keep your valuables secure during your lifetime. Not everyone considers what will happen to the box’s contents after they pass away.…
Setting Up a Revocable Living Trust
A revocable living trust allows you to access assets during your lifetime but have those assets pass outside of probate to your beneficiaries after you pass away. Depending on your…
What Is a Trust? The Basics
Trusts become part of many people’s estate plans, but before you start planning you may not know how trusts work. A trust begins with a legal document setting forth a…
What Does an Executor Do in California?
An executor administers the estate of a deceased person. He or she works with the probate court to collect, inventory, and appraise the assets and liabilities of the estate, notify…
Should You Have a Payable on Death Bank Account?
Payable on death bank accounts allow a quick and easy transfer of money to a beneficiary upon the account holder’s death. To designate an account as a payable on death…
Setting Up a College Savings Plan for Your Children
You can start saving for your children’s college education using a 529 plan. 529 plans, which are named after the section of the Internal Revenue Code that permits them, help…
Choosing an Estate Planning Attorney
Choosing an estate planning attorney takes time and careful consideration. Your goal should be finding an attorney you trust who (1) listens to and addresses your concerns and (2) is…
Updating Your Estate Plan After Divorce
When going through a painful divorce, updating your estate plan may be the last thing on your mind. However, considering the many changes that happen in your life due to…
Guardianship Basics in California
Guardianships allow one person to legally assume the responsibility of caring for another person or managing their financial assets. In California, the term guardianship refers to an adult taking care…
Pet Trusts in California
Do you have a beloved pet and want to make sure your pet always receives the best care? You may want to consider forming a pet trust. A pet trust…
