Inheritance

• Bay Area Estate Planning
• California Estate Planning

What Happens If You Die Without a Trust in California?

If you own a home in the East Bay, you’ve raised a family here, or…

• Asset Protection
• Estate Planning
• Married Couples
• Podcasts
• Prenuptial Agreement
• Surviving Spouse
• Trusts
• Wills

135: Character Matters Part 2: Estate Planning for Community Property vs. Separate Property

• Asset Protection
• Estate Planning
• Podcasts
• Probate
• Trusts
• Wills

134: Character Matters Part 1: Understanding Community Property in Divorce and Estate Planning

• Asset Protection
• Beneficiaries
• Celebrity Estates
• Conservatorship
• Current Events
• Estate Administration
• Estate Planning
• Family Care
• Finances
• Financial Planning
• Heirs
• Inheritance
• Long Term Care
• Mental Health
• Personal Care
• Podcasts
• Successor
• Trusts
• Wills

125: Cher Files for Conservatorship of Son Elijah Blue Allman Over Alleged Substance Abuse

• Adoption
• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Birth Certificate
• Blended Family
• Burial
• Care Decisions
• Decision-Making
• Digital Assets
• Distribution of Assets
• Emergency Planning
• End of Life Option
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Estate Return
• Estate Taxes
• Family Transition
• Finances
• Financial Advisor
• Financial Planner
• Financial Planning
• Financial Transitions
• Funeral Planning
• Inheritance
• Insurance
• Power of Attorney
• Resolution
• Resources
• Succession Planning
• Surviving Spouse
• Uncategorized
• Wills

Potential Estate Plan Issues Arising from Bonus Children

Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…

• Advance Directives
• Aging in Place
• Beneficiaries
• Beneficiary Designation
• Care Decisions
• Caregivers
• Conservatorship
• Decision-Making
• Dementia
• Digital Assets
• Disability
• Elder Care
• Elder Law
• Emergency Planning
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Taxes
• Executor
• Exempt Assets
• Family Care
• Family Transition
• Finances
• Financial Transitions
• Funeral Planning
• Guardianship
• Health Care
• Heirs
• Home Care Assistance
• Hospice
• Incapacity Planning
• Income Benefits
• Independent Living
• Inheritance
• Insurance
• Irrevocable Trust
• Legacy Planning
• Life Insurance
• Life Transitions
• Long Term Care
• Medi-Cal
• Medicaid
• Memory Care
• Mental Health
• Moving
• Nursing Homes
• Personal Care
• Power of Attorney
• Probate
• Property Tax
• Real Estate
• Retirement
• Retirement Asset Planning
• Retirement Income
• Senior Community Centers
• Skilled Nursing Facility
• Social Security
• Tax Planning
• Tax Return
• Trust Administration
• Trust Amendment
• Trustee
• Trusts
• Uncategorized
• Veteran's Benefits
• Veterans
• Wills

MyHealthAngel Webinar: Top 6 Legacy Planning Questions

• Advance Directives
• Aging in Place
• Asset Protection
• Assisted Living
• Beneficiaries
• Beneficiary Designation
• Care Decisions
• Community
• Conservatorship
• Disability
• Elder Care
• Elder Law
• Estate Administration
• Estate Organizing
• Estate Planning
• Estate Taxes
• Family Care
• Finances
• Guardianship
• Health Care
• Home Care
• Home Care Assistance
• Incapacity Planning
• Inheritance
• Legacy Planning
• Life Transitions
• Long Term Care
• Power of Attorney
• Probate
• Retirement
• Retirement Asset Planning
• Trust Administration
• Trustee
• Trusts
• Wills

Legacy Planning 101: Legal Legacy Planning Q&A

• Beneficiaries
• Beneficiary Designation
• Capital Gains
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Taxes
• Federal Taxes
• Gifting
• Heirs
• Inheritance
• Property Tax
• Property Taxes
• State Taxes
• Tax Planning
• Tax Return
• Uncategorized

All About Taxes with an Estate Planning Flair: Part II

• Asset Protection
• Beneficiaries
• Estate Planning
• Incapacity Planning
• Podcasts
• Trustee
• Trusts

090: Choosing a Trustee – How to Get It Right

• Beneficiaries
• Business Planning
• Elder Financial Abuse
• Emergency Planning
• Estate Planning
• Financial Planning
• Incapacity Planning
• Legacy Planning
• Podcasts
• Power of Attorney
• Succession Planning
• Tax Planning
• Trustee
• Trusts
• Uncategorized

088: Incapacity Failures: Plan Ahead So Your Plan Works for You

• Beneficiaries
• Beneficiary Designation
• Current Events
• Decision-Making
• Elder Law
• Emergency Planning
• Estate Administration
• Estate Planning
• Family Care
• Family Transition
• Irrevocable Trust
• Legacy Planning
• Life Transitions
• Succession Planning
• Trust Administration
• Trustee
• Trusts

New Duties for Successor Trustees When Settlor is Incapacitated

Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…