There’s no doubt that it’s an extremely scary time for many people. In the age of COVID-19, the idea of becoming sick and unable to make decisions for yourself and your family is terrifying. However, you can help to alleviate some of these fears by establishing a comprehensive estate plan.
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How Do You Revoke A Revocable Trust?
A revocable trust is a legal document that allows the person who creates it, known as the grantor, to manage its assets and to maintain the right to alter the trust or its beneficiaries at any time during his or her life. This “living” trust (as it’s often called) is commonly leveraged in...
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What Happens When a Will and a Trust Contradict?
You have probably heard a lot about both wills and trusts. While they are separate legal documents, they are both used to help create a comprehensive estate plan. Generally, these documents will work together, but occasionally they can conflict with one another.
Revocable trusts, also known as living trusts, can be changed at any...
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CA Residents Should Consider These Estate Planning Tools
When we think of estate planning and protecting our assets, we generally think of having a will. However, while a will is an extremely important legal document in your estate plan, it is not the only one that should be considered. A comprehensive estate plan generally includes various legal documents. Here are the
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Estate Planning for Same-Sex Couples
Many people find estate planning to be somewhat confusing, but for same-sex couples it can seem quite complex – regardless of whether or not they are married. The good news is that estate planning for same-sex couples does not have to be so complex or confusing. As the law continues to evolve, it...
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What to Know About Living Trusts
When a loved one passes away, the oft-drawn out probate process commonly results in increased expenses. This is the last thing that you want your heirs to go through when they are grieving such a loss. To contend with these issues, living trusts are often created.
A living trust is a legal document, often used...
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What to Expect If Your Parent’s Estate Goes to Probate
The loss of a parent can prove all-encompassing. When you are processing the loss of your mother or father it can be an extremely emotional time. While you are trying to move forward, the last thing you likely want to have to worry about is what is supposed to happen to their estate and...
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Adoption and Inheritance Rights in CA: What to Know
When individuals die without a will (intestate) the state has a certain order in which it provides the decedent’s assets to particular individuals. For example, when someone dies intestate, their property will generally transfer equally among their children (should they have any). But what about children who are adopted? Can the same be said...
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What Is a Special Needs Trust?
We execute estate plans so that during our lifetime and upon our incapacitation or death we can best provide for our loved ones and ourselves. A big reason for this is to be sure that we can provide for our loved ones after we have gone. This is even more important when we have...
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What Happens If Someone Dies Without a Will in California?
When someone dies without a will in California, their estate is distributed under the state’s intestate succession laws. This system determines who inherits based on legal relationships, not personal wishes, and the probate court oversees the entire process. Most estates pass to a spouse, children, or close relatives, but the order of...