Year: 2017

When arranging to take care of your loved ones after your death becomes a concern, it’s necessary to consult an expert in matters of estate planning and probate. An experienced attorney can help you determine your needs and how best to ensure your last wishes will be met. Even so,…

What Is Important To Know About Advanced Estate Planning Once a person in California has put their basic estate planning in place, they may want to consider the benefits of using more advanced estate planning. This type of planning is designed to help individuals successfully transfer their wealth to future…

Elder Financial Abuse: Estate Planning Can Help California defines financial elder abuse as the unlawful appropriation of money or tangible property from a person who is elderly. Whether from outright theft or from manipulation, elder abuse is a serious infraction that can result in jail time. Examples Of Elder Abuse…

A Fiduciary Can Be Part Of Estate Planning A fiduciary is an individual or organization who has been given the legal authority to act in the best interest of another in various situations. It is important they are loyal, honest and worthy of trust. A fiduciary is hired to make…

This is it! Our finale Trust and Will myth, and it may be the biggest, most damaging, myth of them all. Can you be disinherited for challenging the Trustee’s management decisions? Watch this video to find out more.

Will your Trustee be subject to criminal prosecution for failing to follow the Trust terms or Trust law? Probably not, but then again…. In this video we discuss whether the actions of your Trustee are criminal.

Is your Trust safe from being contested in court? Many people think so, but the truth may not be so promising. In this video we discuss whether your Trust can be challenged in court.

Do revocable, living Trusts avoid the probate process? The answer is: maybe. Watch this video to learn more about whether your Trust will help you avoid probate in California.

What assets pass under your Will? You may be surprised to learn that very few assets pass by a Will these days. Watch the video to learn what assets pass under your Will.

What happens to your assets in you die without a Will? Many people believe that their assets will pass to the State of California if they die without a Will. Not so fast…there may be a different answer that you expect. Watch our video to learn what happens to your…