13th Jun 2017

When it comes time to plan for your future, you need to decide if you and your loved ones would benefit more from a living trust or a will. A lot of people opt for both, as they both have … more

Why a Will is Not Enough

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14th Feb 2017

Nobody wants to think about their death. However, since there is a 100% chance that we will one day leave this world, we must make provisions for those we leave behind. Most people draft a will and think that will … more

15th Jun 2016

Have you ever stopped to think about what will happen to your possessions once you pass away? Several people consider their loved ones and put trusts and life insurance policies in place; however, they fail to appropriately plan for their … more

12th May 2015

Trusts avoid probate, thus bypassing the court and often resulting in shorter periods of administration. Trusts often are significantly less expensive to administer than probate estates. Trusts provide for management of your assets during lifetime if you become incapacitated.  This … more

What is Undue Influence in Estate Planning?

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14th Apr 2015

It is unfortunate, but sometimes people manipulate those that are vulnerable in some way and especially dependent on others. Sometimes this manipulation may come in the form of an individual attempting to take advantage of someone and manipulate legal documents, … more

13th Apr 2015

Estate planning is only legally acknowledged as valid when the individual engaged is of “sound mind”. “Sound mind”, while simple to understand and in short words, in estate planning actually refers to a complicated set of rules governing when an … more

What is the Difference Between a Will and a Living Trust?

By : | Category : Estate Planning, Living Trusts, Wills, wills vs living trusts | Comments Off on What is the Difference Between a Will and a Living Trust?

10th Mar 2015

The establishment of a will or a living trust is an important part of estate planning. Wills and living trusts both allow you to name beneficiaries for your assets. However, they are each useful for different purposes and knowledge about … more

12th Jan 2015

16th Dec 2014

Under California law, it is understood that there are two tests for capacity to make an estate plan, although court rulings in this area are not very definitive. The capacity to make a Will is considered the lowest capacity in … more

21st Mar 2014

I often tell clients, that Estate Planning is a process.  It is simply the steps you would take to ensure that your property, your money, and your assets go to your family and loved ones in the event of your … more