Estate Planning

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 [...]

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 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? [...]

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 [...]

When selecting an agent, it is important to choose someone who you can trust to act according to your wishes.

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 [...]