Category: Estate Planning

Incapacity can occur at any time in life. If you have not started estate planning, now is the time to do so. In particular, it is in your interest to begin preparing for incapacity with tools that empower you to avoid a conservatorship. 

Our California estate planning attorney is...

Handling out-of-state assets in your California estate plan can complicate matters if you do not work with a California estate planning lawyer. Many people overlook out-of-state assets when they create a simple Will. They leave everything to their heirs without considering how properties in other states will be transferred. An attorney ensures...

Your pet provides you with unconditional love on a daily basis. Don't you want to do the same for them? Leaving your pet's welfare to chance isn't the way to go. That's why, as a pet owner, it’s essential to consider your pet’s well-being in your estate plan. In this post, our 

Effective estate planning accomplishes many goals. It protects assets, provides for loved ones, and ensures a smooth transition. Without a comprehensive estate plan, your family may face challenging and costly problems after your death. Our California estate planning lawyer shares real-life examples of situations that estate planning can address.

No, not all wills have to go through probate in California, but all wills of individuals who lived in our state at the time of their death have to get filed with the court. The court in the county where the decedent lived will then decide whether the estate has to go...

The terminology in the administration of the estate of a deceased person can be confusing. Three of the principal terms one needs to understand are executor, trustee, and administrator. An administrator processes the estate of a person who dies without leaving a valid will or trust, a situation called dying intestate. An executor follows...

You have worked hard to accumulate your assets and property. However, you could lose a substantial portion of your savings and assets because of a lawsuit. Even if you were not at fault, a jury could decide you are liable. If so, the party seeking compensation could pursue claims against your assets.

After your death,...

A Physician Orders for Life-Sustaining Treatment (POLST) is a physician order that helps give people with severe illnesses more control over the end-of-life care they will receive. A POLST and an advanced healthcare directive can include some of the same terms and instructions, but there are quite a few differences between these documents.

A California...

Planning for retirement can be overwhelming. Either it feels so far away that you might not think you need to do anything about it yet, or you might think that it will be impossible to save enough money, so you give up entirely. A sound retirement plan could help you avoid both of these...

The specific documents in a California estate plan can vary somewhat. The general concept of a California estate plan is a combination of documents that protect the individual while one is alive and the heirs and beneficiaries after one’s death. Everyone has a unique situation and different goals and needs, which is why one person’s...