What Is a California Spousal Property Petition?

Posted on June 22, 2021

When someone dies, their will must pass the legal process called probate. While probate can be helpful in ensuring that the will is verified and properly carried out, it doesn’t always account for what is supposed to happen to certain property, namely, surviving spouses. According to California law, property may pass to a surviving...

New Parents Should Consider a Trust

Posted on May 27, 2021

Learning that you are expecting a child whether through childbirth, adoption, or surrogacy, can be extremely exciting but overwhelming. There are so many decisions to make before your child’s arrival. But while you may be thinking about names, birth plans, and nursery color schemes, you may also want to give significant thought to updating...

6 Tips for Naming Your Trust

Posted on April 26, 2021

It may not seem like a very big decision, but what you choose to name your trust can be extremely important. Trusts differ from other legal entities in that there are no laws that govern what you must name them. In other words, the creator of a trust has free reign to name...

3 Reasons to Consider Updating Your Estate Plan

Posted on March 16, 2021

While most of us know the importance of establishing a comprehensive estate plan, many of us don’t know the importance of updating it. Updating your estate plan is important for many reasons. If your estate plan doesn’t accurately reflect your current life circumstances or the current laws, it can cause many issues for...

Statutes of Limitations in Your Trust Lawsuit

Posted on February 12, 2021

If you wish to file a lawsuit regarding your inheritance under a will or trust, California requires that you follow specific deadlines known as “statutes of limitation.” These are laws that set a time limit on the time by which you must bring a specific type of legal action or else you automatically...

5 Reasons for Estate Planning

Posted on January 18, 2021

Estate planning is important because it helps you to prepare for whom or where you want your assets to go when you pass away. Alternatively, when you fail to execute an estate plan, the state in which you live prior to your death makes this important decision for you. However, there are other...

Should You Create Your Own Estate Plan?

Posted on December 14, 2020

It’s comforting to know that when we pass, we have the ability to provide our families with our own property. But since we know our families and our assets better than just about anyone else, wouldn’t it make sense for us to create our own estate plan? While executing your own estate plan may...

The Difficulty with Contesting a Trust in California

Posted on November 16, 2020

Trusts are created with the intent to hold certain things to specific people or entities for a period of time. In the state of California, trusts are initially presumed to be valid, but sometimes people may challenge or contest them for various reasons. In order to contest a trust, it requires a sufficient...

Should You Consider Coming Out of Retirement?

Posted on October 31, 2020

For many of us, retirement is the ultimate goal of working. Though we’d all love to retire early, most of us aren’t able to retire until after we reach the age of 65. However, while many people can’t wait for retirement, others find a real sense of purpose in their work. And sometimes, individuals...

Should You Change Your Estate Plan When You Move to California?

Posted on September 18, 2020

From finding a place to live, to changing your driver’s license, there are many things that you may want to consider when you move to California. However, one thing that you should consider that you likely haven’t is whether you should change your estate plan. When you move to California it’s important that you take...