Estate Planning

Disinheriting a child in California is a complex process that involves understanding the law and taking the right steps to ensure that the disinheritance is successful. Disinheriting someone can be done for a variety of reasons, including if a child has financial or legal troubles, if the parent wants to leave something to charity or…

A charitable gift in an estate plan is a powerful way to honor your values, interests, and beliefs while providing a lasting legacy for your loved ones. With careful planning and the help of a qualified attorney or financial planner, you can make a real difference in the world while also making sure your estate…

The frequency with which you need to update the terms of your trust will depend on your individual needs and the specific provisions of the trust. Generally speaking, you should review and update the terms of your trust every few years, or whenever there is a change in your circumstances or the law. You should…

Your estate plan should incorporate any assets you own as investments, such as second homes. Estate planning for rental property owners is a bit different than for those who own their primary residence. Since rental properties are usually considered business assets, they can be subject to different taxation rules and require special consideration when creating…

California laws surrounding inheritance are complex, even in situations where there is a comprehensive estate plan. Even if you do not expect it to happen, there is still a chance the heirs to your property could disagree with their inheritance after you’re gone. By speaking with an attorney experienced in California inheritance law, you can…

A revocable trust, also known as a living trust, is a legal document that allows an individual (known as the grantor or trustor) to transfer their assets into a trust that is managed by a trustee for the benefit of the trust’s beneficiaries. In California, homeowners have several reasons for why they should consider creating…

Estate planning is an essential task that all individuals should undertake, regardless of their age or net worth. It allows you to plan for the future and ensure that your assets are distributed according to your wishes. However, creating an estate plan can be a complex and confusing process, and many individuals choose to hire…

Do you think estate planning is only for the rich? If so, you’re not alone. Many people have a misconception that estate planning is for people who own five houses, have millions of dollars in the bank, make two-million dollars per year, and fly to exotic locations worldwide on a whim. 

Estate planning is the process of creating a plan to protect your family and financial interests in the future. It can give you peace of mind and provide for the financial security of your loved ones. For those who are new to estate planning, there are a few key steps that can help you get…

Many grandparents who are financially stable love the idea of making gifts to their grandchildren. However, they are usually not aware of the myriad of issues that surround what they may consider to be a simple gift. If you are considering making a significant gift to a grandchild, you should consult with an estate planning…