The Advantages of Avoiding Probate
Wondering why your loved one chose to avoid probate? Find out about the advantages of avoiding probate and what to do if you are administering an estate.
Articles about Avoiding Probate
What Are the Basic Steps for Probate?
What are the basic steps for probate and why you want to avoid it! Attorney James Robert gives you a simple understanding of what probate involves.
Creating an Estate Plan With Terminology That Keeps Beneficiaries Out of Court
Although a trust can specify the division and distribution of an estate, the terminology or wording of that trust can be at the center of a family dispute.
How a Second-to-Die Policy Can Give You the Liquidity You Need
When creating your second-to-die policy estate plan, it is important to consider what will happen when you die. Consider using life insurance to provide your estate with liquidity.
Life Insurance and Estate Planning
Orange County Estate Planning Attorney James F. Roberts discusses Life Insurance and Estate Planning. Contact us if you have questions.
If I die in CA in 2014, how much can I own without paying death taxes?
Due to inflation adjustments, assuming no previous taxable gifts, we can now own $5,340,000 without paying any death taxes. This is up $90,000 from 2013