attorney explaining spendthrift trust

What Is a Spendthrift Trust?

Do you worry about the best way to provide for your loved ones after you pass away? You are certainly not alone in this. Sometimes, providing for loved ones through an estate plan is not as simple as leaving behind a lump sum inheritance. Some people, for a variety of reasons, may not be best…

Continue reading…
man signing living will

What Should You include in Your Living Will?

A will is often a prominent feature in an estate plan. Lesser known, but still very important in estate planning, is a living will. A living will and a will are two very different legal tools. Their similarities seemingly end at their names and the fact that both should be included in a strong, comprehensive…

Continue reading…

Homestead Exemption

t is always an unexpected pleasure when amendments to government statutes provide benefits instead of increased costs. Fortunately, as of January 1, 2021, this has happened relative to homestead exemptions in California. The plan used previously has been replaced by a more sensible one with several advantages to homeowners. Nonetheless, as is typically the case,…

Continue reading…

Legal Grounds for Contesting a Will

After the passing of a loved one, there may be people that are surprised, disheartened, or outright angry about the contents of his or her will. Please know that a will cannot be challenged or contested solely on the grounds that a person does not like or agree with its terms. Emotions can run high…

Continue reading…
Last Will and Testament

How to Create a Valid Will in California

A Last Will and Testament, usually referred to as simply a “will,” can accomplish many things in your estate plan. It is perhaps best known for being the mechanism outlining how you wish your property to be distributed after you pass away. A will, however, can do much more. You can name the executor of…

Continue reading…

Here’s Why You Need an Estate Plan

There is a common misconception out there that only wealthy people need an estate plan. This couldn’t be further from the truth. Whether you make $10,000 a year or $1,000,000 a year, you absolutely must have an estate plan. In fact, if you have any assets at all, you need an estate plan to ensure…

Continue reading…