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August 14, 2023
What is inheritance tax?

What Is Inheritance Tax?

We often build wealth and an estate in our lifetimes in hopes that, when we pass on, it can go to our loved ones and provide for them. It’s a kind of final gift to those we leave behind. Therefore, it can often be frustrating when the government takes some of this gift for itself. It’s important to understand the potential taxation that the transfer of your estate may be subject to so that you […]
August 13, 2023
How to make California probate cheaper & easier for your loved ones

How to Make California Probate Cheaper & Easier for Your Loved Ones

When someone dies, there are a lot of raw emotions that the surviving loved ones feel in the aftermath. Unfortunately, there isn’t a lot of time for grieving and processing a loss before the technical details of handling the deceased’s estate need to be addressed. People who have gone through this can often recognize how challenging it can be, and they often want to find a way to set their family up for as smooth […]
August 12, 2023
What assets need to be listed for a California probate?

What Assets Need to Be Listed for a California Probate?

At its simplest, probate can be a complicated process to navigate. It can become an even more challenging ordeal when further complexities arise, like conflicts regarding the executor or administrator or someone being upset about how the will distributes the estate. There may also be complex challenges around paying debts, selling assets, and even situations where there is no will. However, one of the more difficult parts of the process can often be understanding what […]
July 24, 2023
Everything You Need to Know When Facing Probate Litigation in California

Everything You Need to Know When Facing Probate Litigation in California

Probate litigation involves disputes regarding wills. The purpose of probate litigation is to correct a wrongfully distributed or mishandled estate or misapplication of a will. The administrator or executor has the legal right to act on behalf of the probate estate, which is all the assets and property owned by the person who died, also called the decedent. The main steps in probate include the following: Correctly filling out and submitting forms to the court […]
June 17, 2023
Can a Conservator be removed in California?

Can a Conservator Be Removed in California?

When a legal arrangement is made in which one adult is appointed to assist in managing the affairs of another adult, it is a conservatorship. Sometimes, when a judge grants a conservatorship, it is useful at the time, but its usefulness is no longer valid once circumstances change. In this case, it is necessary to go through the process of removing a conservatorship if the situation meets a requirement to remove a conservator. Requirements That […]
June 15, 2023
Understanding the Powers of a California Conservator

Understanding the Powers of a California Conservator

A conservatorship is an appointment by a judge of a person who is given the power to make decisions for and act for a person who needs help acting on their own behalf. The individual who serves in this role is called the conservator. The person they are acting for is called the conservatee. Granting a conservatorship is the last resort for a judge when all other options that are less restrictive won’t work. There […]
June 14, 2023
How long after California probate can inheritance be distributed?

How Long After California Probate Can Inheritance Be Distributed?

When someone passes away, the property they own and the money they have that makes up their estate is distributed to their heirs or their beneficiaries according to their will. This can’t happen until the deceased individual’s will or estate has gone through probate. Probate is the legal distribution of the deceased’s estate. To get an idea of how long it can take following California probate for an inheritance to be distributed, you should consider […]
May 29, 2023
Does Life insurance have to go through probate?

Does Life Insurance Have to Go Through Probate?

No one grieving the loss of a loved one wants to have to think about money or the financial impact of the loss. Life insurance is one way people protect their families financially in the event of their death. These policies can be crucial, especially if the person who died was the main breadwinner for a family or if the death was sudden. Fortunately, life insurance doesn’t go through probate – the legal process that […]
May 17, 2023
What is a California Probate Bond?

What Is a California Probate Bond?

Protecting your property and your family are two main reasons why someone will write a will or establish an estate plan. These are both legal arrangements that establish where the deceased’s assets will go, how any debts will be paid, and what an individual’s final wishes are. Many people will choose someone they trust, called an executor or personal representative, to execute their wishes. An accomplished California probate lawyer can help you understand other ways […]