Probate is a legal process that is processed by the Superior Court of the county of a deceased property owner. In California, if you die with assets greater in value than $166,250, and the property is not held in a trust or in joint tenancy, or has a pay on death feature, then you will…

If you are lucky enough to have accumulated real property, and investment and savings account, then you already know the value of having a trust along with other critical estate planning documents.  A properly drafted trust will avoid the time and expense of probate, and prevent California from recovering any Medi-Cal benefits you may have collected…

Make sure you update your beneficiary designations on all IRAs, 401K’s, insurance policies and any other assets that have a transfer on death designation. It’s always free and takes just a few minutes. I just completed a probate of a very large insurance policy where the father named the wife as primary but never designated…