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Simple Probate or Full Probate The probate process in California depends on certain preliminary factors. In most cases, a California probate can be very costly and time consuming. In the best [...]

Question: When is probate necessary in California? Answer: In short, it depends on a number of factors. Not every death requires a formal probate proceeding. So let’s break it down into a [...]

Probate is name for the legal process used to properly administer and distribute the assets of someone who has passed away.  It is used to settle the financial matters of a deceased [...]

Should You Rely on One or Not? What is a will? Should we be relying on wills? Are they worth the effort and cost to create? We can generally agree that it’s better to have a suitable and [...]

Day 3 of Estate Planning Awareness “Failing to plan is planning to fail.” It’s been said so many times, about so many topics, it couldn’t be more true when it comes to [...]

Day 2 Estate Planning allows you to make a plan … and a backup plan! When creating a complete estate plan, you will execute a trust in order to take advantage of the many benefits it can provide. [...]

What is a Trust? A trust is a contract that establishes a legal relationship of trust (i.e., a fiduciary relationship) between an owner of an asset and a party empowered to manage the asset [...]

What is the Value of an Estate Plan? All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the [...]

ESTATE PLANNING: WHO, WHEN, AND WHY? This is the second part in our three-part series of blog posts discussing the “Who, When, and Why?” of estate planning. For part one:  “Who Should Have [...]