Category: Wills & Trust
Coronavirus Should Have You Considering These Estate Planning Essentials
Avoid These 3 Basic Estate Planning Mistakes to Protect Your Loved Ones
Here’s Why You Need an Estate Plan
Minimize Potential Family Conflict Surrounding Your Estate Plan
Your estate plan represents your last wishes to your heirs and loved ones. The decisions you make concerning who will receive what assets will be done with much thought and care. At times, you may be forced to make the tough...
Estate Planning is Not Just For the Wealthy
Estate planning is critically important for those in all financial situations. Estate plans range in complexity from simple wills to complex multi-generational trusts. Your estate plan accomplishes far more than just transferring your assets upon your death. With your...
FAQ Concerning California’s New Revocable Transfer on Death Deed
In September of last year, California Governor Jerry Brown signed into law House Bill 139 -- creating a new type of deed designed to help expedite the probate process. Specifically, the “revocable transfer on death deed” was created to simplify the probate process for surviving family members, effectively allowing valuable real estate...
New Transfer on Death Deed Available in California
Traditionally, if you wished to leave property to someone at the time of your death you had a few options. You could provide for the bequest in your will, put the property in trust for the intended beneficiary, or enter...