California Estate Planning Attorney
Essential Estate Planning for Widows and Widowers: Navigating Life After the Devastating Loss of a Spouse in 2025 Losing a spouse is an incredibly difficult experience that requires making important financial and legal decisions during a time of grief. This guide to estate planning for widows and widowers helps you navigate the process of […]
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Exploring California Probate Resources Navigating the California probate process can be a daunting task for many individuals. However, with the right probate resources and tools at hand, the complexities associated with probate proceedings can be simplified. In California, there are several key probate resources that can aid individuals in this process. One of the primary
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Naming a Beneficiary? Don’t Miss These 5 Essential Rules Naming a beneficiary is more than a legal requirement—it’s a powerful way to ensure your assets reach the people or causes that matter most to you. Whether it’s a life insurance policy, retirement account, or investment fund, the decisions you make today will define your legacy
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Prop 19 and Property Taxes on Inherited Property: If your child’s name was not listed on your deed by February 2021, now if they inherit your house, they will have to live in the property themselves as their primary residence within one year of your passing. Otherwise, your adult children will be hit with a
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Understand how the different types of powers of attorney work, i.e., naming someone so they hare authority to act for you in medical or financial decision making if you can’t make decisions yourself. Decide when you want the power of attorney to start. You can have it start immediately, or start only when and if
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The person you choose to be your executor should be someone you trust. These questions will give you some ideas on what to consider when choosing who to name in your will as the person in charge of distributing your property after you die. Personality Does this person know how to handle money and property?
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