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Many 65 year olds are happy, healthy, active people who are enjoying the transition to senior life. Whether they’re preparing for retirement or already retired, traveling, working, spending time with their adult children and/or grandchildren, finding new hobbies,...
Everyone knows how important wills are, even if they don’t have one yet - these legal documents that establish a person’s final wishes and ensure that the right people inherit their possessions when they pass away. Because there is so much at stake in a will, and...
Many people think that a last will and testament is all they need to have in order to leave an inheritance behind for their family, but if you have property or family, you really also need to have a trust! Trusts aren’t just for the wealthy elite - they are for...
Estate planning documents allow you to express your wishes regarding the handling of your estate. You can name your beneficiaries and specify what you want to leave each of them when you are gone. Those documents can also provide a way to formally express what you...
When a person dies in California, the probate court will determine if there’s a will expressing the decedent’s wishes on their estate is to be distributed to the named beneficiaries. If there is a will, it will generally name an executor (or personal representative)...
As we grow older, we start thinking about the legacy we will leave behind. Estate planning is not only the first step in establishing that legacy — it’s a crucial one. Nonetheless, fewer than one-third of adults have even a simple will. Failure to formalize your...
How detailed do your plans need to be for the future? That can depend on a lot of factors, but preparation for the future and the unforeseen — commonly called “estate planning” — must be done not only for the sake of your loved ones but for yourself as well. Simply...
Probate Is Long And Expensive A question I am often asked is whether children should be added to the deed of one's house to avoid probate. As a reminder, a probate the process whereby the court oversees the administration of a decedent's estate (with our without a...
When deciding your estate plan, there are many things you have to think about. Choosing the right plan, executing and organizing the documents, and meeting with your attorney are all part of the job of planning what will happen to your estate. But one thing that is...
There are many different ways to prepare for your future with your estate planning attorney. There are many different types of documents, plans, and decisions that you have to make when deciding how you want to distribute your estate. When looking at the options and...
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