Biddle Law Estate Planning Blog

Friday, October 29, 2021

Digital Estate Planning in California

There’s no doubt that we do more and more online each and every day. So while we tend to think of our physical assets when establishing our estate plans, it’s equally important to consider your digital life.
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Thursday, September 23, 2021

What Happens if a Trustee Refuses to Give a Beneficiary Money?

When someone sets up a trust, they appoint at least one trustee. The trustee is responsible for managing the assets of the trust for the benefit of the trust’s beneficiaries.
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Thursday, July 15, 2021

What to Know About Probate Homes in California

The purpose of estate administration is to ensure that one’s real and personal property is properly distributed after they have passed away. This process to administer the estate is known as probate and is overseen by a probate court.
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Tuesday, June 22, 2021

What Is a California Spousal Property Petition?

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.
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Thursday, May 27, 2021

New Parents Should Consider a Trust

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 (or creating) your Read more . . .

Monday, April 26, 2021

6 Tips for Naming Your Trust

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 it whatever he or she chooses. While this may seem like a much easier situation, what you name your trust can have a big impact on the laws that govern the entity itself.

There is no approval process for the naming of a trust, but banks, real estate title insurance companies, and other similar entities must know the name of the trust in order to adequately file and find related legal documents.
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Tuesday, March 16, 2021

3 Reasons to Consider Updating Your Estate Plan

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.
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Friday, February 12, 2021

Statutes of Limitations in Your Trust Lawsuit

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 forfeit the right to do so.
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Monday, January 18, 2021

5 Reasons for Estate Planning

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.
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Monday, December 14, 2020

Should You Create Your Own Estate Plan?

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 seem to be the best solution (after all, think of all of the money you’ll save), it’s essential to keep in mind that it can be even more expensive to fix any estate planning mistakes that you make than it would be to hire an attorney who can ensure that it is done right from the very beginning.
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Monday, November 16, 2020

The Difficulty with Contesting a Trust in California

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.
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