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December 15, 2023
What are the disadvantages of probate in California?

Should I Put My House in a Trust in California?

When planning an estate in California, a common question that often arises is whether to put a house in a trust. This decision can have significant implications for an individual’s overall estate planning, such as how protected their assets are and what taxes they may need to pay. By better understanding the different factors to consider when deciding if your trust should include your house, you and your California trust lawyer can make an informed […]
December 14, 2023
What are the requirements for a trust in California?

What Are the Requirements for a Trust in California?

Taking the time to establish a trust in California can be an effective way to manage your estate and help ensure that your assets are distributed to your exact preferences. Trusts offer flexibility and privacy that can help you avoid the probate process in most scenarios. However, a trust can only be executed to your wishes if you fulfill all the necessary legal requirements. Working with a California trust attorney is highly advised to ensure […]
December 13, 2023
What are the disadvantages of a trust in California?

What Are the Disadvantages of a Trust in California?

Trusts are one of the most popular estate planning tools used in California. They help add control, privacy, and serenity to an individual with assets that they care deeply about. Taking the time to create a trust, especially with the aid of a California trust lawyer, can also help save money on taxes and probate fees. However, trusts also come with their own potential disadvantages, depending on what goals you are trying to achieve for […]
April 14, 2023
A living trust may help avoid probate in California

A Living Trust May Help Avoid Probate in California

The probate process in California can be time-consuming, expensive, and emotionally draining for the loved ones left behind. Fortunately, a powerful legal tool exists which offers a solution to this problem: the living trust. A living trust is a special instrument that exists at the crossroads of law and finance, allowing you to transfer ownership of your assets to a special, legally recognized entity—your trust—during your lifetime. After you pass, the assets in the trust […]
April 29, 2022
What Is Palm Springs Best Known For?

What Is Palm Springs Best Known For?

The city of Palm Springs is situated in the Coachella Valley, roughly 100 miles east of Los Angeles in the Sonoran Desert. This popular resort town is known for its gorgeous sunny climate, golf courses, restaurants, hotels, and natural hot springs. Palm Springs is home to many Hollywood stars, as it has been a preferred destination to get away from the hustle and bustle of Los Angeles since the 1930s. An Ideal Climate One of […]
January 15, 2022
Wrongful Death and Survival Actions

Wrongful Death and Survival Actions

If you have lost a family member because of the wrongdoing of another, you should consider filing either a wrongful death or survival action lawsuit or both if the circumstances permit. I handle probate matters, including wrongful death and survival lawsuits by personal representatives. To file a lawsuit you may need a probate representative which is a term that includes both “executors” and “administrators.” An “executor” is the person designated in a Will to administer […]
November 25, 2021
Why Is Los Angeles So Popular?

Why Is Los Angeles So Popular?

Los Angeles is one of the most famous cities in the world, and tourists flock there by the millions each year, but what makes it so popular? When you combine the temperate year-round climate with a bustling urban center, stunning beaches, and the glitz and glamour of Hollywood, it’s not hard to see why this is a major travel destination. Consider these reasons why LA is such a popular place on the California coast to […]
May 13, 2021
What Happens in California if You Cannot Find the Will

What Happens in California if You Cannot Find the Will?

A common question that a probate attorney is asked is how to obtain a copy of a last Will and Testament. Locating the Will may be urgent if funeral or burial instructions are contained in the Will or if anatomical gifts or the authority to conduct an autopsy are granted in the Will. First of all note that you cannot ask to see a copy of a living person’s Will – this is because while […]
May 10, 2021
Payable on Death (POD) and Transfer on Death (TOD) Accounts

Payable on Death (POD) and Transfer on Death (TOD) Accounts

The form of ownership determines how property will be managed during the owner’s lifetime and how it will be distributed at the owner’s death. Alternative methods of transferring property on death are sometimes known as “nonprobate transfers,” which include transfers made under California Probate Code §5000. If an account, e.g., a bank account, is payable-on-death (POD) or is a retirement account, e.g., an IRA or non tax deferred brokerage account, is transfer–on-death, with a designated beneficiary (TOD), at death […]