Estate Planning

Many California residents think that establishing a valid will can eliminate their concerns regarding protecting family assets in the event of their untimely death. However, this is not always the case. Even a seemingly valid will can be contested by a potential...

Putting together an estate plan requires significant time and effort. Upon signing the various documents, the planner may feel some relief about getting things done. However, it might be premature to assume California estate planning won't require any revisitation....

California families should do what they can to avoid probate because it can be a difficult and time-consuming process. One way to keep assets out of probate is to put them in a joint tenancy arrangement. This puts the property in the name of two or more owners. Joint...

Most people have heard their whole life of the importance of creating an estate plan. Some people, for whatever reason, put off creating a will until it’s too late – perhaps because an accident or unforeseen circumstances took them from this world before they were in...

If you have an elder living in California, you may benefit from learning more about planning for incapacity. Unlike retirement or estate planning, incapacity planning is preparing for the possibility, rather than the inevitable. Incapacity is defined as the inability...

Estate planning for wealthy individuals can be a complicated process. Individuals with wealth need to consider taxes, confidentially, and other matters more than people with less assets. Individuals in California and other states should keep have considerations in...