Your Estate Planning Checklist guides through planning for what happens next. You've given so much to care for your loved one with unique needs. Our easy-to-follow downloadable estate planning checklist helps you determine what happens next. Follow this [...]
What happens to your estate when you're gone, and how will your loved ones inherit from you? In California, laws regarding estate planning dictate the parameters of how you can set up your plan and the tax consequences. See what's changed. [...]
So you've been tasked with selling a house in probate. Here's what to do next and how to avoid probate when possible. Selling a house in probate. There's no getting around the fact that selling a house in probate [...]
Maximizing Public Benefits for Special Needs Adults Using ABLE Accounts in California Setting up a California ABLE account supports the unique requirements of someone living with special needs without risking the loss of much-needed disability benefits. Planning for the care [...]
Here in California, the Probate Court process is awful! It’s cumbersome, takes a very long time, is expensive, and all the filings are public. Thus, our goal is to help all of our clients avoid Probate. But to avoid Probate, first [...]