Free Consultation : 858.324.4296

What Happens To My Trust if I Move?

     When relocating to a new state, the question is often asked: What happens to my trust if I move? Do I need to have my trust redone if I relocate to another state?      A trust is a legal entity created primarily for establishing a distribution plan…

What Are Common Misconceptions About Trusts?

What Are Common Misconceptions About Trusts?  Congratulations, you prepared your estate plan, including your family trust. You now believe that your assets are safe from probate, and they will pass to whom you’ve designated, in the manner you’ve designated. Everything, in your mind, has been taken care of. However, is this…

What Happens if I Die Without a Will in California?

What does it mean to die “intestate” in California? What happens when someone passes away without a will in California? A person who passes away without first establishing a valid will is said to die “intestate.” When one dies without a valid will, a person’s estate is passed to their heirs…

Avoiding Probate in California

What is Probate? When someone passes away, many times family and friends are left determining how to manage and distribute the person’s remaining assets, otherwise known as their estate. Depending on the size of the estate and the title in which assets are held, it is often necessary to open…

What is the difference between a Will and a Trust?

A California Will: A will is a legal document in which the person creating the will, known as the testator, sets forth persons or an entity to inherit their estate at the time they pass. An estate includes all assets owned by the testator at the time of death, such…