Category: Wills & Trusts

A revocable living trust could be a better option for you than a will or an irrevocable living trust. Each of these estate planning documents has advantages and disadvantages. If you are thinking about creating or updating your estate plan, a California wills and trusts attorney can help you evaluate the reasons why...

Although this situation could change at any time, California law does not currently (as of April 15, 2020), allow remote online notarization (RON) of documents. More than 20 other states allow RON, but California has not passed previously proposed attempts to allow RON. A California estate-planning attorney can answer your questions about the...

A detailed estate plan can provide asset protection now and in the future. It can also protect your family and ensure that the legacy you build is available for the next generation and generations to come. California wills and trusts attorneys assist individuals in preparing comprehensive estate plans that meet a variety of...

There are some strange things that people include in their will. If you wanted to, you could leave a jar full of dirt to your niece. If you do, you might want to include a note that the dirt was collected when you went on a special trip together. Otherwise, someone might contest your...

There are several things that every will should include, such as the name of your personal representative, guardian for minor children, names of heirs, and directions for dividing assets among heirs. However, several items should not appear in a will. If you have questions about what should and should not be included in your...

Have you taken steps to lower the taxable value of your probate estate? Are you working with a California estate planning attorney to ensure that your heirs will not incur substantial taxes or debts when they inherit your assets after death? If so, you may want to discuss an Irrevocable Life Insurance Trust...

Estate planning is done for the purpose of providing for both yourself and your loved ones during your lifetime as well as upon your incapacitation or death. One of the main reasons for estate planning is to ensure that your loved ones are taken care of once you have passed. This is made all...

Our California wills and trust attorneys utilizes a variety of estate planning documents to meet the needs and goals of our clients. You may recognize some of the documents we use in an estate plan, such as a will, health care directive,...

Can I leave money to my pet in my will?

Over half of all American households own a pet, according to the American Pet Products Association.  For pet owners, pets comprise an integral part of the family. As members of the family, many of us want to ensure our...

You are doing the adult thing and looking out for your loved ones. You bought life insurance and checked the beneficiaries on your retirement account, and now you are debating whether you should update that simple form will you made years ago or get a living trust.  You are comfortable with your understanding...