The news that you will be receiving an inheritance is often bittersweet. Sadly, it means that somebody close to you died. However, you might also have mixed emotions about your inheritance for reasons that have to do with the actual accounts or inherited property.
Category Archives: California Law
24
Jun
Jun
If you live in one of the above states, the debts your spouse incurred during marriage become your debts. As a result, if you cannot repay an insolvent estate, the court could rule you responsible for repayment.
California Law, Estate Planning, Estates, Life Changes, Probate, Trusts
Time for an Estate Plan Checkup?
29
Apr
Apr
Failure to take the time to craft an estate plan could leave the state where you reside at the time of your death in the driver’s seat. Laws in most states set forth how to apportion property.
22
Apr
Apr
People overlook many of these tasks and responsibilities on a day-to-day basis. However, consider how much money or time you would need to complete them if the stay-at-home parent is unable?
08
Apr
Apr
Most people prefer to keep this type of information private. So, the best way to ensure discreteness is to keep your estate out of probate.
18
Mar
Mar
We live in an increasingly digital world now. And courts increasingly determine whether a will created and stored on a computer, tablet, or cell phone and e-signed meets the traditional requirements of being “in writing” and “signed by the will maker.”
California Law, Estate Attorney, Estate Planning, Trustee, Trusts, Uncategorized
More About a Common Trust
04
Feb
Feb
The trust created often leaves instructions to the trustee. In these, they note that older children earn an advancement from the common trust. They use this to pay for expenses such as buying a home or starting a business.
10
Dec
Dec
As professional advisors, we spend hours with our clients. In fact, we grow familiar with their most personal details. Listening intently and helping our clients achieve financial and tax planning goals creates a natural closeness between clients and advisors.
05
Nov
Nov
Rather than ignoring an uncomfortable topic, think proactively about the challenges of living with mental illness.
29
Oct
Oct
In most cases, people emphasize the complexities associated with court involvement. Namely, court supervision makes the process of distributing money and property a public proceeding.