Tag Archives: Probate

Avoid an Estate Battle After You Die

Hi all! I hope everyone is doing well. We have been assisting lots of clients and had the honor of attending a wedding a few weeks ago. REMEMBER! It is always important to update your estate plan and a marriage, … Continue reading

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A Smart Man “Dies Like an Idiot”- He left his millions to no one.

I came across an article about a Holocaust Survivor who left his estate, that was worth almost $40 million, to no one. Yes, I said almost $40 million left to no one (insert loud gasp here!) So, what happened to … Continue reading

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“My parents aren’t getting any younger. How do I talk to them about Estate Planning?”

It’s Monday! That means its the start of a new “work” week and time to get things done! I was talking to a client last week (let’s call her Cristina), a wife and mother of two young children. We were … Continue reading

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What is probate and why should you avoid it??

Probate is the court proceeding that happens when someone dies without proper estate planning. In California, if an estate is larger than $150,000 and a trust is not created, the estate is subject to Probate. The general purpose of probate … Continue reading

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