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What Estate Planning Documents Do I Need?

Estate Planning Documents Everyone Should Consider:      There are some who are under the misconception that estate planning is only for the “rich.” In reality, estate planning is for anyone who cares about the distribution of their assets (whether big or small), and in reducing undue confusion and stress for their…

What if My Beneficiary Dies Before Me?

When determining a distribution plan for one’s assets, whether in a Will or a Trust, the first obvious question is: Who do you want to inherit your assets? This raises the following question, however: What happens if my beneficiary dies before me? There are various methods that one can use…

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…

Does Divorce Invalidate a Will or Trust in California?

Does Divorce Invalidate a Will or Trust In California?      Estate plans, including wills and trusts, are carefully thought through plans set in place to protect the distribution of one’s assets when one passes. But what happens if a married couple goes through a divorce, after forming their estate 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 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…