Unintended Consequences of the Failure to Plan Your Estate
By : Dwight | Category : Beneficiaries, california estate planning, Dwight Edward Tompkins, Estate Planning, estate planning lawyer, Heirs, Inheritance, Intestate Succession, Living Trusts, Orange County, stories, Wills | Comments Off on Unintended Consequences of the Failure to Plan Your Estate
20th May 2013
One the unintended consequences of failing to plan your estate is that family members you detest may end up with your estate, or a portion of it. Consider the story of the estate I handled a few years ago. The … more
The Difference Between an Heir and a Beneficiary
By : Dwight | Category : Annuities, Beneficiaries, benefits, California, Dwight Edward Tompkins, Financial Planning, Inheritance, Intestate Succession, Life Insurance, Retirement, Revocable Living Trusts, Wills | Comments Off on The Difference Between an Heir and a Beneficiary
29th Apr 2013
The terms “heir” and “beneficiary” are often used interchangeably by many people and I do so as well from time to time. However, there is an important difference between an “heir” and a “beneficiary”. An “heir” is someone who has … more
Video: California Estate Planning For Unmarried Couples
By : Dwight | Category : Beneficiaries, Estate Planning, Heirs, Intestate Succession, Living Trusts, Partnerships, Unmarried Couples, Video, Wills | Comments Off on Video: California Estate Planning For Unmarried Couples
23rd Feb 2012
Orange County Estate Planning Lawyer Dwight Edward Tompkins explains why creating an estate plan is critical for unmarried couples. Because an unmarried partner is not considered an heir under California law, a will or living trust must be executed to … more
Video: Probate Basics in California
By : Dwight | Category : Attorney-Client Privilege, California, Estate Planning, Intestate Succession, Lawyer, Orange County, Probate, Video, Wills | Comments Off on Video: Probate Basics in California
4th Feb 2012
People often confuse Probate with taxes. If it is not a tax what is it? What is involved in Probate in California? Why is it so expensive and time-consuming? These questions are answered in this video, which includes an outline … more