Proposed California State Estate Tax Fails
Although many thought is would pass, Senate Bill 378 will not be appearing on the 2020 ballot. There are currently no California Death...
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Estate Planning with Alzheimer’s or Other Dementia
Estate planning often becomes top of mind when someone is diagnosed with Alzheimer’s or any type of dementia. Over the past year or so,...
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IRA Beneficiary Designations and Estate Planning
If you’re like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary. If you have...
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No-Contest Clauses in California
We may enjoy watching courtroom drama in movies, TV and on stage, but when it comes to our own lives, most people will do just about...
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Differences Between a Will and a Living Trust
There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be...
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Where Should I Keep My Will and Trust?
Clients often ask where they should keep their Will and Trust. Although some people ask their attorney to hold the original documents of...
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What is Community Property in California?
Marital property in community property states is owned by both spouses equally, according to nj.com’s recent article, “Does this house...
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Estate Planning for Second Marriages (and Beyond)
There are a number of issues in that arise for estate planning in second marriages, as discussed in the article “Estate planning...
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Questions on Estate Planning with Real Estate
People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a...
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Estate Planning with Transfer on Death Accounts
Estate planning with a will (as opposed to a living trust) often carries with it the need to involve a court process called probate to...
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How Do Living Trusts Work?
Living Trusts have become an extremely popular estate planning tool, and for good reason. After all, a properly drafted and funded living...
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Estate Planning – Why We All Need It
Putting off estate planning is never a good idea. Life happens, and before you know it, “someday” arrives. Everyone can benefit from...
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Estate Planning Attorney Explains Why You Need One
A good estate planning attorney can save your family the stress and expense of court and family feuds that often arise when planning is...
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Reasons for a Spendthrift Trust? Think Asset Protection.
Any good estate planning attorney knows that protecting your children from frittering away an inheritance is one of the main reasons for...
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How to Choose a Guardian for your Kids
I’ll admit, deciding how to choose a guardian for your kids isn’t a lot of fun. Who wants to think about a situation where their young...
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Trust Attorney Explains the Various Types of Trusts
There are several different kinds of trusts that a trust attorney may use to accomplish a wide variety of purposes in creating an estate...
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Estate Planning Attorney Advice for Aging Parents
Imagine that a perfectly fine, aging-well parent has a minor stroke and is no longer able to manage their financial or legal affairs....
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Do I Need to Update My Will if I Move to a New State?
As an estate planning attorney, I am often asked (either by existing clients who are considering moving out of California, or by new...
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Estate Planning Attorney Advises Against Shortcuts
The estate planning attorney is familiar with this gentleman’s plan to avoid the “courtroom mumbo jumbo” described in the article “Estate...
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Do You Really Need a Lawyer to Make a Will or Trust?
With the variety of options available today, it’s natural to wonder whether you really need a lawyer to make a will or create a living...
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