Seven Reasons To Tell Your Kids What They Will (Or Won’t) Inherit

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24th Dec 2013

We recently found this article and thought it was important to share.  Check it out: For many people, estate planning is both a private matter and a morbid topic – not something that parents want to discuss with their adult … more

Orange County Estate Planning Attorney Believes Your Will or Trust Can be Executed so that Your Heirs will not Waste Their Inheritance

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21st Mar 2013

You’ve worked hard to amass a fortune and build an estate.  You are astute enough to realize that you won’t live forever.  Hence, you contact an experienced estate planning attorney from Orange County to help you execute your will or … more

An Orange County Estate Planning Lawyer Explains the Finer Points in Funding a Pet Trust

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14th Mar 2013

Nowadays when people speak of loved ones, they do not just mean people; now they also include pets.  Yes, what happens to your pet Spot in the event of your death or mental incapacity?  It is good that in California, … more

An Estate Planning Lawyer in California Advises What Assets Should and Should Not Be Transferred into a Living Trust

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3rd Mar 2013

An effective legal mechanism to avoid probate is the living trust.  In a living trust, the assets of the estate owner (known as the “trustor” or “settlor”) are transferred into a trust.  When the trustor dies, the successor trustee handles … more

With a Living Trust, it is Good to have Expert Legal Advice – whether You are Trustor, Successor Trustee or Beneficiary, Advises this Expert Probate Lawyer in California

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22nd Feb 2013

In California, one of the mechanisms used to avoid probate is the Living Trust.  In a Living Trust, the assets of the estate owner (called the Trustor) are transferred to a trust. The Trustor names a Successor Trustee to manage … more

California Estate Planning Lawyer Says the Difference between Contested and Uncontested Probate Lies in the Execution of the Will

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17th Feb 2013

Probate is a process wherein the court oversees the distribution of the assets of the decedent to his heirs.  The essential spirit behind a probate is the assurance that the creditors (and the government) will get paid what’s due them … more

Orange County Probate Attorney Believes Estate Planning is Teamwork between You and Your Lawyers

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2nd Feb 2013

Benjamin Franklin said, “In this world nothing can be said to be certain, except death and taxes.” The great American patriot simply wanted to say that death is inevitable. But not only that; death is also unpredictable.  Nobody in his … more

Orange County Probate Attorney Cites Responsibilities of a Trustee

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17th Jan 2013

The main objective of a trust is to allow for the transfer of property to designated beneficiaries without court administration.  But in the absence of court supervision, it is possible for the person in charge of the trust, called the … more

Five Living Trust Concerns to Address from an Expert Orange County Estate Planning Lawyer

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15th Jan 2013

                In California, a living trust is often used to avoid the inconvenience of a probate and to provide a simple administration of the estate assets. However, living trusts will only be effective if these are well-maintained with assets transferred … more

California Probate Attorney Takes the Mystery out of the Role of the Executor

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14th Jan 2013

The Executor initiates the probate action and has himself or herself confirmed by the probate court as the Executor. The Executor of a Will takes charge of filing a Petition for Probate and gives notice to concerned parties of the … more