family during Christmas

6 Tips For Estate Planning Over The Holidays

For many people, the holidays are some of the few times a year that the entire family is together. Your family members are more relaxed and not as distracted by everyday obligations. It’s a great time to catch up, make memories, and discuss some important matters like estate planning. While it may feel awkward to initiate this kind of conversation, ...
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Mom getting child ready for school

5 Things to Think About: Choosing the Right Guardian for Your Child

Having children adds a new and extremely important dimension to your estate planning. You must designate a responsible guardian for your children while they are minors, in case you or your partner are no longer able to care for them. Choosing the right guardian for your child is one of the hardest and most important decisions you’ll ever make. Weighing ...
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Woman thinking while holding money.

5 Things to Do When You Get an Inheritance

Receiving an inheritance from a family member may seem like a blessing, but sometimes it can feel like a curse. In the next three to four decades, $30 trillion will transfer from baby boomers to their heirs. A lump sum of money may seem like it will last you a lifetime, but most people go through it in just a ...
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Older man looking at paper with woman

To Catch a Thief- How to Prevent Inheritance Theft

When you create a will or estate plan you may assume that your money will go to the intended heirs. But inheritance theft can happen right in front of your heirs, and the thieves will probably get away with it if the proper measures aren’t put into place to stop them. Since the thieves are usually family members, the fallout ...
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Picture of a person writing on notebook

3 Estate Planning Resolutions for the New Year

With another year behind you, it is a great time to review your estate plan. If you do not have an estate plan, it’s a great time to start one. Here are three estate planning resolutions you should consider for 2019: Estate Planning Resolution #1: Have the Talk There is no easy time to bring up estate planning with your ...
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How to incorporate digital life into an estate plan

How to Incorporate Your Digital Life into Your Estate Plans

In this modern age, our digital life has become almost as important as our normal everyday lives. Our online accounts, emails, social media profiles and digital subscriptions are all a part of our daily routines, so it’s natural to think about what will happen to them when you pass away. An estate planning attorney can help you navigate through the ...
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Man filling out documents

What Are the Benefits of Micro Estate Planning?

Traditional estate planning can reduce your taxes, eliminate large probate fees, and give you security for the future. However, you might be unfamiliar with a brand-new estate planning term: micro estate planning. What Is Micro Estate Planning? Long-term planning is important, and it should still be considered in your overall estate planning process. However, it is also important to consider ...
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The Importance of Having a Living Trust in California

Aretha Franklin’s Death Without a Will is a Reminder to Think About Your Estate Plans

According to documents filed in probate court, Aretha Franklin left no will or trust behind when she died. Without proper documentation of her assets, a net-worth estimated beyond $80 million and rumored debts, figuring the true worth of Franklin’s estate will likely be controversial and take time. If Franklin voiced any wishes for her estate and legacy prior to her ...
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Will I Get My Spouse’s Inheritance?

Inheritance laws help control the rights of the decedent's property and how much is inherited by each of his or her survivors. California is a community property state, which means the law presumes all property acquired during a marriage is owned equally by both spouses. However, property one spouse owns alone before a marriage or acquires by gift or inheritance ...
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The Importance of Having a Living Trust in California

The Importance of Having a Living Trust in California

How Will You Prevent Lengthy Probate Proceedings? The basic purpose of a living trust is to ensure that an appointed trustee of your choosing gains all property or other assets upon your passing or incapacity. If the individual who is in control wants to change details of the trust, they can apply for a revocable living trust. In California, the ...
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NOTE: The information contained herein is not intended to be legal advice and the reader should know that no Attorney-Client relationship or privilege is formed by the posting or reading of this article which is also not intended to solicit business.

Cristian R. Arrieta, Lowthorp Richards McMillan Miller & Templeman, A Professional Corporation, 300 E. Esplanade Drive Suite 850, Oxnard, CA 93036