Viewing 1 - 11 out of 11 posts

A Guide to Probating a Will in California

The death of a loved one is a difficult time, and often requires navigating complex legal processes like probate. In California, probating a will – the court-supervised process of administering Read More

Common Disputes That Arise Over Wills

In the aftermath of a loved one's passing, emotions often run high as family members process their grief and deal with the complexities of settling the deceased's estate. During this Read More

Managing Retirement Accounts as Part of Estate Planning

When it comes to estate planning, people often focus on assets such as real estate, investments and personal belongings. However, retirement accounts like 401(k)s and IRAs are valuable assets that Read More

How Will-Drafting Mistakes Can Stall or Derail Probate of an Estate

Your last will and testament is a fundamental part of estate plan. It specifies how you want some or all of your property to be distributed after your death. For Read More

What Property Can You Keep When Applying for Medicaid?

Medicaid is a federally funded insurance program that pays for medical services, including long-term nursing care, for individuals and families and families in financial need. In California, Medicaid is administered Read More

Perils of Relying on POD and TOD Account Designations in Estate Planning

Customers of banks and other financial institutions can opt to have their accounts include “pay on death” (POD) or “transfer on death” (TOD) provisions, which direct that money or securities Read More

How a Living Trust Can Simplify or Avoid Probate

One of the goals of estate planning is to pass on property to one’s intended beneficiaries without legal complications. Many estates must go through probate in a local or regional Read More

California Eliminating Asset Test for Medicaid Eligibility

Medicaid (known as Medi-Cal in California) is a publicly funded healthcare program that provides medical services to the elderly, disabled, pregnant women and certain low-income individuals and families. Until recently, Read More

What Should You Consider When Choosing an Executor for Your Will?

Drawing up an enforceable will is an important responsibility. Though the process can be fairly straightforward with guidance from a knowledgeable attorney, deciding how you’d like your property distributed might Read More

What Are Conservatorships and Who Might Benefit From Them?

High-profile cases involving celebrity conservatorships have received substantial media attention in the past few years. Britney Spears and Amanda Bynes achieved stardom and fortune in their teens, but as adults Read More

Pros and Cons of Living Trusts in Estate Planning

A living trust is a widely used estate planning tool that can offer flexibility and allow you to maintain control over the assets during your lifetime. There are many different Read More

Viewing 1 - 11 out of 11 posts