Why Do I Have to Do a Probate When I Have a Trust? As an estate planning attorney, one of my least favorite conversations with a new client starts with me saying “I’m so sorry, but unfortunately, even though you have a trust, we are going to have to do a probate.” Clients are surprised to learn that this can…
Death is a topic many of us prefer to avoid, but as responsible adults, planning for the future includes considering what will happen to our assets when we’re no longer around. US Savings Bonds are a common investment choice for many Americans due to their low risk and reliability. However, what happens to these bonds after the bondholder passes away…
Many couples are choosing to wait longer to get married, or choosing to not get married at all while sharing a life and co-owning property together. Estate planning can be especially important for unmarried couples in these situations. While marriage offers certain legal protections, unmarried couples face unique challenges when it comes to estate planning, particularly with jointly owned assets…
In the realm of estate planning, a will without a trust stands as an important document, orchestrating the distribution of assets and the fulfillment of wishes after one’s passing. In California, the statutory will serve as a convenient template for many individuals seeking to outline their testamentary intentions. While there are times when a statutory will may be sufficient –…