What is the Slayer Statute in California?
California estate planning lawyers are often asked by clients whether they should tell their adult children or other loved ones what they will inherit under their will. In the vast majority of cases, that disclosure will evoke feelings of gratitude on behalf of the intended beneficiaries. Sadly, there are cases when this...
California Estate Planning for Same Sex Couples
After decades of fighting the good fight, the LGBT community scored a major victory when it won the constitutional right to marriage equality in the 2015 United States Supreme Court decision in Obergefell vs. Hodges.
The landmark decision conferred valuable federal privileges and rights upon...
Modifying a California Estate Plan
Getting started with estate planning in California is simple. The hardest part is usually overcoming the natural inclination many people have to postpone facing their own mortality or potential disability.
A comprehensive estate plan generally includes a last will and testament and a trust to...
Review Your Estate Plan Today
You’ve taken the critically important step of making an estate plan. Now what? While it may be tempting to shove your will in a desk drawer and forget about it, estate planning lawyers recommend that you routinely review...
Incorporating Planned Giving into Your Estate Plan
One of the biggest misconceptions about estate planning is that you don’t need a will unless you have a lot of money. Another misconception is that you can’t donate money to a favorite charity or cause unless...
In Focus: Trust Disputes
Trusts have become one of the most popular estate planning tools, and for good reason. A trust allows the trust creator (the trustor) to entrust assets to a named trustee for the benefit of the beneficiaries. Trusts do not need...
When Granny Goes Missing
A skilled California estate planning lawyer has an arsenal of legal mechanisms on hand to customize an estate plan that's personalized to each client’s particular situation.
In addition to documents that transfer your property to others--like a last will and testament or like a trust...
California Estate Planning Options Include Wills and Trusts
Two of the many benefits of seeking counsel from a skilled California estate planning attorney--instead of attempting a risky do-it-yourself will-- are a law school education and years of experience.
You certainly wouldn't stitch your own wound closed and probably wouldn't...
Protecting Your Beneficiaries from a Bad Trustee
Your trustee is supposed to be extremely ethical, responsible, and have the best interests of your beneficiaries at heart. They should carry out their duties as you intended and act for the benefit of your trust and those who receive its assets. However, unfortunately, trustees may not always be up to this...