925.244.1185
San Ramon, CA

Wills & Trusts

Wednesday, July 28, 2021

What Assets Can Be Transferred Into a Trust?


You just got your living trust set up, and you are feeling relieved about the future for yourself and your loved ones. If you become disabled, your successor trustee can manage your financial matters. When you die, your estate will not have to go through probate court. But not so fast. Your trust is only a piece of paper until you transfer your assets into the ownership of the trust.
Read more . . .


Monday, July 26, 2021

How Can I Keep My Kids From Fighting Over Their Inheritance?


Even siblings who got along during your lifetime might become estranged from each other if they fight over their inheritance. With a little guidance, you can avoid situations in which your children become enemies for life. A Read more . . .


Wednesday, June 30, 2021

What Is an Irrevocable Trust?


Trust agreements are used in estate plans. These flexible estate planning tools allow you to customize your estate plan to meet your needs and goals. With many different types of trusts, it is important to understand the differences before choosing the type of trust for your estate plan. A Read more . . .


Thursday, June 24, 2021

5 Questions to Ask Before You Write Your Will


Do you know what to do when it comes time to put your estate in order? It's important that you have an experienced California estate planning lawyer on your side. They'll help guide you through the process and ensure that all of your wishes are met.
Read more . . .


Monday, May 31, 2021

A Beginner's Guide to Living Trusts


Estate planning may include numerous documents to protect your assets and your loved ones. You may have a Last Will and Testament, but you may also have one or more trust agreements. Trusts are common estate planning documents.

There are many types of trusts you may choose from based on your needs. A Read more . . .


Wednesday, April 21, 2021

What Trust Is Right for My Family?


There are many options in estate planning. Deciding what path to take to secure a future for you and your family can feel overwhelming without help.

This is especially true when considering setting up a trust, and you may quickly find yourself wondering, “What trust is right for my family?”



Read more . . .


Wednesday, March 24, 2021

Understanding Domestic Asset Protection Trusts


Living in an especially litigious culture, Californians are increasingly concerned about asset vulnerability to legal judgments and creditors.

Many have been advised that placing assets in a trust protects their wealth. While in some contexts that is true, the general notion of forming a trust in California to shelter assets from creditors is a false pretense.

Read more . . .


Wednesday, February 24, 2021

Do I Need a Living Will or DNRO for My Estate Plan?


No one wants to contemplate suffering a life-altering accident or illness. However, anyone can face incapacitation or an end-of-life situation. Forethought and advance planning will ensure that your wishes are fulfilled and the burden of life-ending decisions are not unduly placed on your loved ones.

A comprehensive estate plan should include advanced directives that account for incapacity and end of life care. Read more . . .


Wednesday, December 23, 2020

What Happens if I Fail to Fund My Trust?


Revocable trusts have become an increasingly popular probate-avoidance tool among California residents. Under the umbrella of a revocable trust, assets are protected from passing through a lengthy and costly probate process. However, this only holds for assets retitled in the name of the trust.

Read more . . .


Monday, December 21, 2020

Is a Revocable Transfer on Death Deed Valid in California?


California has historically provided four options for the transfer of real property upon a property owner’s death:

  1. joint tenancy agreements
  2. community property with right of survivorship
  3. wills
  4. living trusts

However, in January 2016, the California Legislature passed Assembly Bill 139, allowing a fifth option for the non-probate transfer of property to a designated beneficiary, known as the Revocable Transfer on Death Deed.
Read more . . .


Thursday, December 17, 2020

How Does a Will Compare to a Trust?


A will and a trust are both ways to protect your heirs and make sure that the people you want to inherit from you do so, but there are quite a few differences between wills and trusts. If you do not have either a valid will or trust when you die, you are intestate, and California law will decide who gets your assets after you die.

The only way to control what happens to your things after you pass on is to have a will or trust that meets our state’s requirements for validity. Read more . . .


Archived Posts

2021
2020
December
November
October
September
August
July
June
May
April
March
February
January
2019
December
November
October
September
August
July
June
May
April
March
February
January
2018
December
November
October
September
August
July
June
May
April
March
February
January
2017
December
November
October
September
August
July
June
May
April
March
February
January
2016
2015

← Newer12 3 Older →



© 2021 Horizon Elder Law & Estate Planning, Inc. | Disclaimer
2333 San Ramon Valley Blvd., Ste. 145, San Ramon, CA 94583
| Phone: (925) 244-1185

Elder Law | Estate Planning | About

Law Firm Website Design by
Amicus Creative