Due to changes in federal and state laws over the past decade, many of the AB trusts created prior to 2011 may no longer be the most desirable method of estate planning for a married couple. This [...]
Understanding California's marriage laws is essential before saying "I do." Learn how a prenuptial agreement can offer protection and peace of mind for San Diego couples.
The holiday season can bring added stress to families already navigating child visitation schedules. For parents sharing custody in California, and who do not yet have court orders, planning a [...]
California law offers protections for individuals who may have been unintentionally excluded from a will or trust. These individuals, often referred to as “omitted heirs,” can still receive a [...]
San Diego County implemented new procedures in the Probate Court with the goal of reducing wait times for hearings on the initial Petition for Probate. These new procedures can reduce the overall [...]
If the goal of child support is to have the children share in the standard of living of both parents, and child support is calculated in part by using both parents’ monthly income, what happens [...]
Often when we represent clients as personal representatives (executors or administrators) in the probate of an estate, they are shocked to learn that they need to post a bond in order to [...]
Have you ever wondered what happens if someone inherits money from a relative they killed? California’s Slayer Rule prevents this from happening. This law ensures that murderers don’t [...]
When planning your California estate, determining the fate of your family home after your passing is crucial. One option is the right of occupancy, allowing your surviving spouse or domestic [...]
When potential clients enter our office, they are often unsure of the extent of their marital assets and liabilities, and those of their spouse’s. In the alternative, a client may feel very sure [...]