Category: Estate Plans
Is being left out of a parent’s Will necessarily a bad thing?
How Can I Protect Myself From Financial Elder Abuse?
When Administrators Sue to Recover Estate Assets
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...
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...