Today, many people are using Revocable Living Trust (RLTs). Used instead of a will or joint ownership, RLTs provide the foundation of an effective estate plan. When properly prepared, a living trust avoids the public, costly and time-consuming court processes of conservatorship or guardianship (due to incapacity) or probate (after death). Still, many mistakenly send […]
Category Archives: Uncategorized
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.
22
May
May
If a hoarder names you as the person to administer his or her estate, follow these suggestions for doing just that.
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.
09
May
May
Positive emotions accompany by a broadened perspective. This allows us to see and examine a variety of options before choosing the one we believe to be best.
24
Apr
Apr
State law may require the new restaurant to meet certain legal requirements to hold a liquor license. This may involve a lengthy process involving a transfer application, a criminal background check, fees, and other measures designed to ensure regulatory compliance.
11
Apr
Apr
While you are living, it is your fundamental constitutional right to determine whether–and how often– your children will see your parents (their grandparents).
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.
Assets, Estate Planning, Inheritance, Trusts, Uncategorized
Beneficiary Protection in Uncertain Times
20
Mar
Mar
Part 1 in a 2-Part Series Children bless us. From the day you or your wife gives birth, you start planning for your children’s future. You wonder about their interests, occupation and future spouse. These issues concern families most of the time. What’s more, they emerge as even more important in uncertainty, such as with […]