096: Estate Planning: House Edition
2 years ago
Estate Administration
Estate Planning and Capacity: Common Conditions that Can Mimic Dementia
When completing any estate planning, including a trust, will, power of attorney, or health care…
3 years ago
New Duties for Successor Trustees When Settlor is Incapacitated
Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…
3 years ago
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…
3 years ago
Kirsten Howe Interview on A Place of Possibility™ Podcast: Make Sure Your Estate Plan Still Works for You and Your Family
A 2022 survey conducted by Caring.com revealed that 1 in 3 Americans, who do not…
3 years ago
Sandwich Generation Issues: Avoiding Heartache & Creating a Legacy
Big Three from the Webinar: The “sandwich generation” are people who care for multiple generations…
3 years ago
What is a Right of Occupancy? And do you need one?
When a family member passes away, family dynamics are often drastically changed. Even more so…
3 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…
3 years ago
Why You Should Keep Your Power of Attorney Up to Date
A power of attorney is an essential part of a comprehensive estate plan. It is…
4 years ago