How to Incorporate Your Digital Life into Your Estate Plans

How to incorporate digital life into an estate plan

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 … Read moreHow to Incorporate Your Digital Life into Your Estate Plans

What Are the Benefits of Micro Estate Planning?

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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 … Read moreWhat Are the Benefits of Micro Estate Planning?

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

The Importance of Having a Living Trust in California

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 … Read moreAretha Franklin’s Death Without a Will is a Reminder to Think About Your Estate Plans

Will I Get My Spouse’s Inheritance?

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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 … Read moreWill I Get My Spouse’s Inheritance?

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 … Read moreThe Importance of Having a Living Trust in California

5 Important Estate Planning Lessons You Should Know

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According to research conducted by the University of Pennsylvania, only 29.3 percent of Americans have a healthcare directive specifying their end-of-life wishes. Perhaps even more stunning, a survey from Caring.com found that less than half of adults in the U.S. have prepared estate planning documents, such as wills or living trusts. Here are five tips … Read more5 Important Estate Planning Lessons You Should Know

Your Will – And Other Important Estate Planning Documents

The Importance of Having a Living Trust in California

Your will is an important document that can ensure that your property will make it into the right hands once you pass away. Without a will, your property is at risk of being divided according to California’s rules of interstate succession. While these rules will mean that your property will be passed down, it is … Read moreYour Will – And Other Important Estate Planning Documents

Can I Make Sure My Assets Are Not Distributed Through the Probate Process?

The probate process involves the court distributing a person’s assets upon death. It usually occurs in situations where a person does not have a will. However, just because a person has a will does not mean that their assets will definitely not be distributed through the probate process. What to Do to Prevent Your Assets … Read moreCan I Make Sure My Assets Are Not Distributed Through the Probate Process?

When Is a No Contest Clause Ineffective in Probate Court?

The Importance of Having a Living Trust in California

The California Court of Appeal just handed down an opinion very strictly limiting the application of a no contest clause contained within trust to later trust amendments.

Peggy was battling cancer for 5 years, during which time her friends, Tracy and David, became the exclusive suppliers of medical cannabis upon which Peggy depended for treatment.  Anticipating her demise, Peggy placed Tracy in custody of all of her estate planning documents.  Soon after, Peggy complained that Tracy read the documents and confronted her about the disposition of her estate.  Shortly after, Peggy executed a trust amendment created in secret, and without advice or assistance of her longtime estate planning attorney, leaving all of her money to Tracy – to the exclusion of Peggy’s brother and godchildren, natural objects of her bounty, and beneficiaries under the estate plan in existence when placed in Tracy’s custody.  After Peggy’s demise, Tracy produced the trust amendment, and the beneficiaries went straight to court.

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