Blog

05 Oct The Probate Process in California

"Probate" is the legal process of transferring property upon a person's death. In California if you die with a Will or without a Will, our estate will go through the probate process. The probate process is extremely costly. For example, for an estate with assets...

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05 Aug Four Common Life Insurance Mistakes

People all too often purchase life insurance and make one of the following common mistakes. These common mistakes could have been easily avoided or corrected with guidance. Instead these mistakes lead to serious consequences in terms of expense and aggravation. Here are some common life...

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05 Jul Four Common Estate Planning Myths

1. “I have a Will so I don’t need to worry about Probate.” If you only have a Will in place (i.e. you die “testate”), your estate will most definitely go through the Probate process. So, why create a Will in the first place? Well, the...

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05 Jun Defense of Marriage Act

The Defense of Marriage Act, also known as “DOMA,” was struck down last year by the Supreme Court and declared that same sex couples who are legally married deserve equal rights to the benefits under federal law that go to all other married couples. How Does...

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05 Apr Disability Planning

Estate planning is not simply for those individuals who wish to plan for their death, but a great estate plan will also contain provisions and documents that help in times of incapacity as well. If you are mentally or physically unable to control your assets or medical...

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05 Mar What is a Special Needs Trust?

A Special Needs Trust is a special trust created for a loved one who is currently receiving or will receive Supplemental Security Income (SSI) and/or  Medi-Cal. People who receive SSI and Medi-Cal are required to have only minimal financial resources to qualify.  If a loved one inherits an asset,  he...

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