Articles

What is a Living Trust? A living trust is a written legal document that typically serves as the cornerstone of your estate plan. Think of your living trust like a secure vault where you store the [...]

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.

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 [...]

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 [...]

A Will and a Trust are both common tools used when creating your estate plan. Both documents assist your loved ones in determining your last wishes as it applies to all of your worldly assets, [...]

When it comes to estate planning, the risk of undue influence is a significant concern. How can you protect yourself or a loved one if you suspect someone has unfairly influenced a will or trust? [...]