Estate Planning

When? How often should your Estate Plan be Reviewed? Generally, you should review your estate plan at minimum every three to five years and anytime you have a major life change. This isn’t just [...]

California’s newly passed Proposition 19 will likely have major tax consequences for individuals inheriting property from their parents. Proposition 19 was approved by California voters in [...]

The purpose of probate is to make sure that, after a person dies, their assets are distributed according to their wishes, and to make sure that outstanding debts are paid.

In my previous blog on “When Do You Need a Conservatorship,” I addressed the different types of conservatorships for adults in California and promised to provide an overview of [...]

When do you need a conservatorship? This question often arises when families face difficult situations involving loved ones who can no longer care for themselves or manage their affairs. [...]

When a married couple starts a divorce or legal separation in California, the Summons served with the Petition in dissolution of marriage or legal separation contains Automatic Temporary [...]

How CUTMA Can Secure Your Child’s Future The California Uniform Transfers to Minors Act, or “CUTMA,” contained in California Probate Code sections 3900 through 3925, is an [...]