Can I redo my estate plan before my divorce is final? The answer is yes. Once you are legally separated, you need to have an estate plan, or at least a will, detailing the beneficiaries of your estate.  Most couples’ largest asset is the family home, but even though the marital property settlement has not…

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…

A trustee is a legal term used in estate planning.  The trustee is the person or persons who manage the decisions and fulfill the purpose of a trust.  It is usually the surviving spouse when the first spouse passes away and then another party when the last surviving spouse is gone.  The goal is that…