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Ethical Considerations in California Estate Planning and Administration
Estate planning and administration in California is a critical process that involves making decisions about the distribution of an individual’s assets after their
How Does Life Insurance Affect Probate?
When a loved one passes away, families in California often face the complex and emotional task of managing their affairs. One crucial aspect
How to Talk About Estate Planning With Your Parents
Estate planning is a crucial but often challenging conversation, especially when it involves broaching the topic with aging parents. As adult children, initiating
What Is a No-Contest Clause?
When creating a last will and testament in California, individuals often include provisions to ensure their wishes are carried out after their passing.
Beyond Wills and Trusts: Tools to Make Your Estate Plan More Robust
Many people believe a solid estate plan consists of a will and possibly a trust. While that’s an excellent start, wills and trusts
How to Start the Probate Process in California
When someone dies, many administrative tasks must be completed. You’re planning the funeral, taking responsibility for your loved one’s home and property, executing
When Should You Decant Irrevocable Trusts?
In California, trusts fall into two general categories. The first type is the revocable trust, which can be altered or dissolved by the
Estate Planning Is Wealth Management: Why You Need Both
While the term “wealth management” is comparatively new, the concept has been around for centuries. When someone puts in the time and work
The End of INGs: California Bars Incomplete Gift Nongrantor Trusts
In July 2023, California implemented a new law that will affect how all incomplete gift nongrantor trusts (INGs) will be taxed. Senate Bill
What Happens to Homes During Probate?
After someone passes away, something needs to be done with their property. Usually, this is handled through California’s probate process. During the process,
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