A trust (specifically, a Revocable Living Trust) (RLT) is a formal relationship. In it, the trust-maker names a trusted individual (trustee) to manage accounts and property.
Category Archives: Probate
19
Jun
Jun
As an added convenience for our clients, we are available to hold our meetings through video conferencing or by phone if you prefer. We are here to help you decide whether it makes sense to avoid probate in your particular case and, if so, the best way to do so.
12
Jun
Jun
Most people equate probate with privacy. The process of collecting, managing, and distributing a deceased person’s money and property, probate is not a private process. For example, attorneys file wills at the courthouse. This makes them public record. As a result, your nosy neighbors need only travel to the courthouse or hop online to find out […]
Does the deceased person’s will specify the amount they will pay you? As the personal representative, the estate will award compensation. Amounts vary based on a certain percentage of the estate.
02
May
May
Although most people escape serious danger even with Coronavirus, use the pandemic as a wake-up call create or update your estate plan.
06
Mar
Mar
Some financial articles insist that a will is not the best way to leave assets to heirs. But why is that? Won’t scribbling something on a napkin work? Wills often lead to long and expensive court proceedings. Countless other more-efficient ways could be used, all of which more effectively pass property to family. But follow this […]
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 […]
21
Feb
Feb
Part 2 of a 3-Part Series Last week, we began a three-part series about probate-proof estates. In part one, we covered reasons you should try to avoid probate. This week, we continue our series by focusing on a strategy we called the “Piecemeal Approach.” Finally, next week, we will conclude the series by delving further […]
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? […]
20
Sep
Sep
Last week, we began a two-part series about designating beneficiaries for your life insurance policy. Click here to read that post. Here is part 2. Protection against your creditors.