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- Am I responsible for paying the rest of my deceased spouse’s bill?
- Are holographic wills valid in California?
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- Do I have to use a lawyer for the probate process?
- Does all property go through probate when a person dies?
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- Does the Court supervise the personal representative?
- How are taxes handled in probate?
- How can an estate plan avoid a conservatorship?
- How can I find out if there was a Will?
- How can I protect my children?
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- How long does probate take?
- How much does probate cost?
- How should I prepare to meet with my estate planning attorney?
- How will the debts of the decedent affect the beneficiaries?
- If I am named as executor in a Will, do I have to serve?
- If I establish a revocable living trust, will I lose control over my assets?
- If I serve as executor, will I get paid?
- If I transfer title to real property to my living trust, does the bank have the right to accelerate my mortgage?
- Is a will that was prepared in another state valid in California?
- Is it necessary to amend my will if I wish to bequeath certain assets to specific family members or friends?
- Is it possible to appoint a corporate trustee?
- Is my trust, which has title to my property, immune from lawsuits?
- Is probate necessary?
- Must I transfer all of my assets to my living trust?
- My child is married, and I don’t trust my child’s spouse. In the event they divorce, how can the inheritance be kept separate?
- Should estate planning documents be kept in a safe deposit box at a bank?
- Should I choose simplified probate procedures?
- Should I include a Medi-Cal planning section in my estate plan?
- What are disclaimer trusts and A-B trusts?
- What are the responsibilities of an executor or administrator?
- What does the Personal Representative do?
- What happens if the personal representative fails to perform his or her duty?
- What if someone dies and I have the Will in my possession?
- What if someone objects to the Will?
- What if the decedent owned land in more than one state?
- What if there is no Will or I cannot find a Will?
- What is a durable power of attorney?
- What is a pour-over will?
- What is a self-proving will?
- What is Probate?
- What is the best way to title pay-on-death bank accounts, retirement accounts and life insurance policies?
- What is the purpose of a life insurance trust?
- What would be the outcome if I became mentally disabled, and had no estate plan in place, or only had a will?
- When can a Will be contested?
- Who can and cannot be the personal representative?
- Who can contest a Will?
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All Blog Posts:
- Why Choosing the Right Executor Is Critical for Your Estate Plan
- Big Changes Ahead for Seniors: What the One Big Beautiful Bill Act (OBBA) Means for You
- Why Your Estate Plan Should Include Sentimental Belongings
- Beyond Assets: How an Ethical Will Preserves Your Voice And Values
- Vacation Planning: The Perfect Time for Important Conversations
- Graduating into Adulthood: Why Your 18-Year-Old Needs Basic Estate Planning Documents
- Common Estate Planning Myths – And the Truth Behind Them
- Estate Planning for Blended Families: Key Considerations
- Estate Planning for Small Business Owners: Protect What You’ve Built
- Divorce and Estate Planning: What You Need to Know
- Avoiding Confusion in a Crisis with Proper Planning
- Don’t Put Off Updating Your Estate Plan Documents
- 5 Estate Planning Tips for Blended Families
- The Basics of Estate Planning
- Partnership Basics
- Advantages of a Living Trust
- Estate Planning Pitfalls
- Estate Planning 101
- Estate planning to prepare for the death of a spouse
- Picking the Right Successor Trustee
- The advantages of establishing a quiet trust
- Estate Plans Aren’t Just About Avoiding Probate
- Are Living Trusts Necessary?
- Intra-family loan as an estate planning vehicle
- The advantages of using a trust protector
- The enforceability of marital agreements in California
- The benefits and risks associated with a beneficiary defective inheritor’s trust (BDIT)
- When a beneficiary inherits toxic property
- Preparing for the death of a loved one
- How employees and business owners can benefit from asset protection
- Why couples may wish to consider a postnuptial agreement
- How to protect retirement accounts from judgment creditors in California
- The importance of succession planning
- Best practices for establishing an appropriate trust
- When is it legal to gift caregivers in California?
- What is a Physician Order for Life-Sustaining Treatment form?
- A new method of probate avoidance for homeowners in California
- Strategies for preserving your family’s assets
- Key to Stopping Family Fights on End of Life Issues: Be as Specific as Possible
- Should Boomers Consider Downsizing Before Retirement?
- Can You Really Be Billed for all Elderly Parent’s Nursing Home Care
- Some Helpful Advice on Choosing a Successor Trustee
- A Legal and Financial Pre-Vacation Checklist
- Blended Families and Retirement Accounts – Is This Combination a Minefield or Opportunity?
- Living Trusts Provide Protection for Potential Incapacity
- Using Living Trusts to Provide Divorce Protection for Your Kids
- Beyond Taxes – Basic Reasons Why You Should Consider a Living Trust
- Personal Services Agreements Can Help Protect Assets from Nursing Home Costs
- Money Managers Cut Worry for Seniors
- How to Prevent Alzheimer’s from Destroying your Family’s Financial Future
- Why Business Owners MUST Have a Living Trust
- Help Protect Yourself from Being Targeted by Scam Artists
- New Tax Laws Explained
- Passing on a Family Vacation Home Requires Thoughtful Planning
- Advance Directiveness Could Have Saved ‘Legally Blonde’ Actress a Day in Court
- Now or Never to Take Advantage of Gift-Tax Exemption Limits
- Should You Consider Giving Away Property Over Cash?
- You Could be Asked to Sign Arbitration Agreement Agreement by Nursing Home
- Retirement Planning for Singles
- Could a Crummey Trust Still Work for You Under Today’s Tax Laws?
- George Clooney’s New Movie Offers Informative, Entertaining Look at Trusts
- Is the ‘Super Committee’ Failure a Great Opportunity?
- Death Preceded Fame – ‘Girl with the Dragon Tattoo’ Author Had Invalid Will
- A Trust Can Save You From a Court-Appointed Guardianship
- Recent Case Highlights a Great Safety Net Plan
- Business Planning Reviews
- Don’t Miss Out! Just 16 Months Left to Act on Planning Opportunities Under the 2010 Tax Relief Act
- New Disclosure Rules Will Expose ‘Hidden’ Fees inside Retirement Plans
- Who Will Care for Hachi?
- How to Maximize Family Privacy in Your Estate Planning
- Think You are Exempt from the Federal Estate Tax? Perhaps Not
- New Gift Tax Exemption Raises Some Big Questions for Business Owners
- Ways to Maximize Your Social Security Benefits
- Interesting Court Decision Illustrates Mistake in Buy-Sell Agreement
- Should or can you undo large taxable gifts from 2010?
- Year-End Planning Ideas
- Estate Planning Resolutions