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 The plan used previously has been replaced by a more sensible one with several advantages to homeowners.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,…

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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…

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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…

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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…

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Estate Planning is Not Just For the Wealthy

Why is it important for everyone to have a will? Estate planning is critically important for those in all financial situations. Estate plans range in complexity from simple wills to complex multi-generational trusts. Your estate plan accomplishes far more than just transferring your assets upon your death. With your estate plan, you will protect yourself,…

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