Reasons to Avoid California Probate
If you have assets and your estate is above $150,000 in California or if own any real estate, your estate will go through this process called probate.
Articles about Create a Trust
Should you include your car in your estate plan?
An experienced and knowledgeable attorney can help you find the option that is right for your needs and help you include all your property including your car in your estate plan.
Can I name anyone I want to be my health care proxy?
You can name anyone you want to be your health care proxy with just a few exceptions. The health care proxy should be part of your advance medical directive. Meet with your estate planning attorney to be sure you have made a wise choice.
Why a Trust is Preferable Over a Court-Appointed Guardian
Having a court-appointed guardian offers far less control for you and less protection for your family. Set up an appointment today with an estate planning attorney to make sure your family is protected.
Why can’t I just have my child own a life insurance policy on my life rather than setting up an irrevocable life insurance trust?
Clients who opt to use direct ownership as a way to keep life insurance policy proceeds out of their estates often name their beneficiaries as the new owner. However, there are a lot of reasons that a trust would be a better option for the policy funds.
What life events should make me review my beneficiary designations and revise my will?
There are life events that require you write a new will or update the one you have. Here, we discuss when to take those steps.