One of the basic goals when planning your estate is to minimize to the extent possible any money due to the federal government, thereby maximizing your future beneficiary’s inheritance. Tax [...]
Navigating child care situations can become complex, especially when parents are temporarily unavailable or permanently unable to care for their children. While a formal court-ordered [...]
As of January 1, 2016, a revocable Transfer on Death (TOD) deed may be used to make donative transfers of real property to named beneficiaries. The revocable TOD deed helps individuals transfer [...]
This blog article responds to questions we frequently receive about trust funding. The failure to properly fund a trust often has adverse consequences that are preventable. At Naimish & Lewis, we [...]
Probate proceedings can be complex, involving various legal requirements and timelines. If you are involved in a probate case in California, it is crucial to understand the key deadlines that [...]
Often portrayed in movies by families fighting over a large inheritance left by the rich benefactor who may, or may not, have lost their marbles (insert plot twist), capacity can be a major issue [...]