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Probate is the legal process of administering your estate after you are gone. The court-controlled affair involves organizing your assets and paying off your estate's taxes and debts before distributing them to your heirs per the will. It may seem a pretty...
A will is one of the most important legal documents you can ever create. Done right, a will can give you peace of mind knowing that your hard-earned assets will pass down to the people and causes you care about. For your California will to be enforceable, however, it...
Many people don’t consider creating their estate plan. They may think it’s only for the wealthy or that they are too young. However, even though we don’t like to think about our mortality, it’s essential to be prepared for the eventuality. But what if you have already...
Creating an estate plan is ideal for two reasons: it gives you control over how your assets are handled after your death, and it provides your beneficiaries some financial comfort. Nonetheless, some people are hesitant to make an estate plan due to the misconceptions...
One big mistake that people in California may make in their estate plan is carefully preparing a will or trust but neglecting their beneficiary designations. It can be easy to overlook these documents, but since they usually override wills and trusts, it is important...
All California residents could benefit from having an estate plan. One aspect of it is a will. It’s important to know as much as possible about a will before you sign one. What is a will? A will is a legal document included in the estate plan that allows you to state...
A valid will does not need to be notarized in California. As long as the document is signed, it can easily be validated in probate court. Although estate rules are fairly lenient in California, the rules are stricter in other states. Requirements in California A...
When creating an estate plan in California, there are several important documents to consider. One of the most important ones is the codicil, which you can use to make several changes to your will. What is a codicil? A codicil is an estate planning document that...
If you have the expectation of receiving long-term care as you age, then a Medicaid trust might be useful. Medicaid, if granted and used, enables you to protect your savings and retirement funds. During estate planning in California, it's important to plan for your...
As a resident of California, your estate plan can legally consist of a diverse number of trusts. Trusts are flexible by nature, yet there are specific trusts for special needs, medical care or life insurance policies. Since you can write up a trust for any strategy...
