Blog
Ways to plan for incapacity
Although no one in the San Jose area wants to think about whether they will be incapacitated at some point in their lives,
Mistakes to avoid in the estate planning process
When California residents think about getting started on their estate plans, they may believe that the whole process is a bit daunting because
What is an asset protection trust?
People in California work hard for their money and generally people would like to be able to keep it for their own purposes.
How estate planning helps parents of children with special needs
Parents of special needs children in California possess additional reasons to carefully plan their estates. These reasons include guardianship issues, evaluation of available
Tax administration and living trusts in California
In California, there are seven types of trusts. These include the six that go into effect at the time of an individual’s death
Do beneficiaries need a copy of an inventory during probate?
The executor of a California estate has a lot of responsibilities. Because it is important to know exactly what assets are part of
When it comes to trusts, choose trustees wisely
When estate planning, it can sometimes seem as if there are more questions than answers. However, asking certain questions can help California residents
Trusts, other planning tools can accomplish charitable giving
Many California residents have giving attitudes and hearts. They want to help others as much as they can, especially in charitable capacities. For
Using different types of wills in estate plans
The start of a new year is often a time that people start assessing certain aspects of their lives. Though some people may
Most people have not done their estate planning
Do you feel concerned that your parents or perhaps even your grandparents have not done their estate planning? You don’t know if you
Categories
- Asset Protection Planning (1)
- Conservatorships (1)
- Estate Administration (11)
- Estate Planning (54)
- Gifting Assets (1)
- Inheritance (1)
- Investments (1)
- Legal Guardianship (2)
- Life Insurance (1)
- Marital Agreements (1)
- Probate (18)
- Trust Administration (2)
- Trusts (28)
- Uncategorized (4)
- Wills (12)
Recent Posts
- California Intestate Succession: Who Inherits When There Is No Will
- What Is a Personal Representative in a California Estate?
- California Probate Court: How the Process Works in Santa Clara County
- How to Avoid Probate in California: 7 Strategies for Bay Area Families
- What Assets Are Subject to Probate in California?