Tag Archives: trusts

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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You Don’t Have to Be Elizabeth Taylor….

You don’t need to be Elizabeth Taylor to be on your second, third, or even fourth or fifth marriage. If you have had more than one spouse, you have special estate planning needs, especially if you have children with each … 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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Want to know what NOT to do when it comes to Estate Planning? Here are 5 Common Mistakes!

Here are 5 Common Estate Planning Mistakes you want to AVOID: You don’t have an estate plan: If you own assets exceeding $150,000 (thats owning one house!), a will is not going to protect your assets or the loved ones … Continue reading

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Are you unintentionally disinheriting your child??!!

Today I met with a new client who was concerned about a letter she received regarding her mother’s estate. It was from an attorney representing her step-brother. Her step-father died a few years back and her mother passed this year. At … Continue reading

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