Tips for Navigating the Probate Process

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The loss of a loved one is an extremely emotional and overwhelming time as you are unable to grieve in peace until their estate has been dealt with. We want to ease this process for you so that you can focus your attention elsewhere, which is why we have gathered these helpful tips for navigating the probate process in California:

  • First, you will need to calculate the value of the probate estate by adding up the values of anything that did ...
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Don’t Make the Mistake of Forgetting to Fund your Living Trust

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There are a variety of individuals who are choosing to place their final affairs in a living trust as opposed to a will, because they offer unique benefits and allow the individual to remain in control of their assets until they pass. However, with living trusts continuing to grow in popularity, there are an overwhelming number of individuals who do not realize that funding your living trust is an extremely important part of the ...

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An Overview of the Probate Process

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There are a variety of options available to you when it comes to handling your final affairs. When you choose to delegate your final wishes in a will, your loved ones will be required to go through probate. Those who fail to draft a will may also be subjected to the probate process.

Probate is a legal process that involves validating a deceased individual’s will or appointing an individual to handle their estate if they do not have a will. Creditors ...

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Benefits of a Living Trust

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As daunting of a subject as discussing your final wishes can be, it is extremely important if you want the ones you love most to be able to grieve in peace. With so many unique benefits of a living trust, many individuals are choosing to utilize living trusts over wills to settle their final affairs.

  • If avoiding probate is a main concern for you, a living trust may be the best option for your final wishes. When you avoid the probate ...
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Estate & Trust Administration, Litigation, & Settlement

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Too often than not, settling an estate ends up in litigation and family turmoil as involved parties find it difficult to come to an agreement. Without experienced legal counsel by your side, this can become an extremely messy process that could result in permanently severed family ties. We understand how stressful of a time this can be, especially when tensions are running high, which is why we have gathered a few advantages of having legal counsel with you during the ...

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Importance of an Estate Planning Attorney

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When it comes to guaranteeing that your final wishes are carried out as planned, you must be diligent in your estate planning. There are a variety of specifications and legal implications that you must get 100% accurate in order for the will or trust to carry through as planned. When it comes to finding an attorney, you must choose one you trust to carry out your final wishes. If you are not yet convinced of the importance of hiring an ...

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No Last Will and Testament? Now What?

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As challenging as it is to think about what will happen to your loved ones after you pass, it is vital if you have specific wishes. If you die without drafting a last will and testament, you leave your loved ones’ future and the future of your assets up to the intestacy laws of the state in which you live. Intestacy laws put the delegation of your assets into the state court’s ...

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Revocable Living Trusts Explained

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A revocable living trust is an alternative financial planning solution that allows your assets to be protected based on the unique situations of each phase of your life, without having to go through probate. A revocable living trust, more commonly known as a living trust, is created by the settlor to protect his or her Continue Reading →

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How to Avoid the Probate Courts

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If you are one of the many individuals who wants to provide for your loved ones after you pass but do not want to go through probate to do so, these helpful tips may be of some guidance. When it comes to avoiding probate court, there is an ...

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Do I Need A Will If I Don’t Have A Lot Of Assets?

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In order to receive peace of mind in your future, you must conduct some basic financial planning. In doing so, you may be left wondering if you really need a will. No matter the measurable size of your assets, everyone can benefit from creating a will. A will allows an individual to guarantee that their final wishes regarding the delegation of their estate will be carried Continue Reading →

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