Why Do I Have to File a Probate if My Family Member Had a Trust?
In California, owning assets in a revocable trust enables your family to avoid probate, a…
5 years ago
Probate
076: Don’t Let an Inheritance Destroy Government Benefits Eligibility
Big Three from Episode #076: If someone with special needs receives an unexpected inheritance that…
5 years ago
Why You Should Not Put a Child on the Deed to Your Property
A client recently asked about leaving property to his only child and wanted to know…
5 years ago
070: Trustee Do’s and Don’ts Part Two
5 years ago
067: Estate Planning Challenges with Real Estate
Big Three from Episode #067: If you’re including any type of real estate in your…
5 years ago
What happens to your retirement accounts when you die?
This seems like a simple question, right? My retirement goes to the person I listed…
6 years ago
059: Resolving Family Conflict Through Elder Mediation
Big Three from Episode #059: Elder mediation can help families reach agreements about legal, financial,…
6 years ago
Why You Should Consider Your Digital Assets in Your Estate Plan
When people write down their assets in conjunction with their estate planning, they often overlook…
6 years ago