Can I redo my estate plan before my divorce is final?
September 3, 2021
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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…

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My Parents had a Trust, so why am I in Probate Court?
August 18, 2021
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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…

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Selecting the right trustee for your trust and why it might not be your kids!
June 24, 2021
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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…

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