Choosing a trustee to handle your estate is one of the most important decisions you’ll ever make. Trustees fall into two categories: corporate trustees and individual trustees. Trustees have tremendous responsibilities, including managing the trust, managing assets, administering finances (including...
At one time, the majority of funerals took place in religious communities or mortuaries. However, more estate planning clients are looking for alternative, hybrid, or even home funeral options. Funeral plans are often included in estate planning processes, providing clear...
Unlike wills, which are a straightforward way to distribute assets to heirs and beneficiaries, trusts typically offer a wider range of benefits. Choosing the right trust depends on your needs, and a pot trust is one of the most popular...
We always recommend obtaining guidance from a licensed California estate planning attorney before finalizing wills, trusts, or estate plans. This is especially critical if the value of your estate's assets exceeds the amount covered by current tax laws. Learning as...
Does your current estate plan account for the digital assets you have acquired over the past five to ten years? As the world increasingly moves off paper pages and out of brick-and-mortar buildings, it moves increasingly into the digital realm...
The digital era has brought more ease in some ways, but it's also provided another route for malicious people to scam innocent victims - and estate planning is no exception. Working with an experienced and reputable estate planning attorney...
Blended families are increasingly more common and, depending on when the second marriage takes place, they can add several layers of complexity to your estate planning journey. To accommodate the unique needs associated with asset protection and distribution after your...
Implementing asset protection strategies is essential if your estate is at risk in any way. However, since California does not allow individuals to create domestic asset protection trusts, it requires careful—and sometimes creative—planning to ensure your assets aren’t gobbled up...
Challenging a will is very complex and requires a probate attorney's representation. The process is time-consuming, costly, and emotionally draining, so contesting a will is only recommended when you are absolutely sure your situation warrants all that is required to...
Complex and intense emotions around death, dying, and finances are the reasons why so many people avoid estate planning. However, avoiding emotions and thereby procrastinating around one of the most important steps you can take to protect your loved ones...
