DAPT laws vary significantly by state. Residency requirements vary from state to state, as does the required connection of the grantor with the DAPT state.
Category Archives: California Law
California Law, Estate Planning, Trusts, Uncategorized, Wills
Estate Self-Care for Essential Workers
15
May
May
To better assist our clients, we are available to meet by telephone or video conference. We may also be able to use remote procedures for the signing and executing of your documents, eliminating the need for you to come into our office at all.
Adoption Law, California Law, Guardianship, Inheritance
In Uncertain Times, How to Provide for Your Kids’ Future
03
Apr
Apr
If you do not appoint the custodian, the court will appoint someone to control and manage your children’s inheritance until they reach a pre-set age of majority. This is necessary because minors legally cannot own money or property on their own.
California Law, Estate Planning, Estates, Inheritance, Retirement, Uncategorized
COVID-19 Estate Planning
27
Mar
Mar
Supporting a special needs child or grandchild can be expensive. While you are working or have a stream of income, you can allocate money as you see fit.
California Law, Elder Law, Estate Attorney, Estate Planning, Estates, Inheritance, Probate
Probate Pros & Cons: Part 3
28
Feb
Feb
Part 3 of a 3-Part Series Last week, in part two of our three-part post about probate-proof estates, we covered one option for avoiding probate with a strategy we called the “Piecemeal Approach.” Click here to read that post. And to catch up by reading part one, which introduced the concept of how to avoid […]
California Law, Estate Attorney, Estate Planning, Estates, Probate, Wills
Is Your Estate Plan Probate-Proof?
14
Feb
Feb
The Smartest Way to Make Sure Your Estate Plan is Probate-Proof First in a 3-Part Series Consider this important question: When did you and your estate planning attorney perform a full review of the following? Your long-term plans for your financial affairs Family Legacy? For that matter, have you ever sought out such a review? […]
08
Feb
Feb
You can typically disinherit brothers and sisters, nieces and nephews, or even your very own children and grandchildren in your estate plan. However, in California, where Skvarna Law is based, you can’t intentionally disinherit your spouse unless that spouse agrees to waive their rights to your estate in a Prenuptial or Postnuptial Agreement.
California Law, Estate Planning, Estates, Life Changes, Trusts, Wills
Estate Planning After Someone’s Death
27
Dec
Dec
Determine which of your loved one’s accounts contains cash that can be accessed for the beneficiaries’ needs and other expenses. The last thing you want is for an item to be repossessed or the electricity turned off due to non-payment.
California Law, Estate Planning, Estates, Guardianship, Trusts, Uncategorized
Caregiver: You’re Not Planning Just for Yourself
13
Dec
Dec
Along with your financial advisor, we can help determine which of your resources can be used to fund the special needs trust or if a life insurance policy may be needed to ensure that there are sufficient funds available to provide for the beneficiary’s care.
15
Nov
Nov
Most adoptions involve minor children. Arrange for someone to care for the new child if something happens to you. Appoint a guardian, i.e., a caregiver, in your will. This person will act as your child’s parent if you become disabled or die.