Estate planning is important for virtually every person in California who has reached adulthood. This particularly is true if a person has started a family or has recently gotten married. When it comes to estate planning, with an eye ultimately to estate...
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Estate Administration & Probate
The different types of trusts and choosing the right one
If you are creating an estate plan in California, you may want to use one or more trusts. Trusts may be either inter vivos or testamentary, meaning that they are either created during a person's lifetime or by the person's will after their death. Living trusts may be...
What is the process for appealing a probate court decision?
Processing the estates of the deceased occupies much of the duties of probate courts in California. Disputes sometimes arise around the disbursement of assets and the administrative actions of fiduciaries. Should you consider a probate court's ruling incorrect, the...
Why Do You Need to Establish a Trust?
While many people believe trusts are only for the rich, that is not the case. In fact, more and more people are finding that establishing a trust rather than a will not only serves essentially the same purpose regarding distribution of property and assets, but also...
What Situations May Require You to Reform Your Trust
Trust If you currently have a trust, circumstances may arise that require reformation or amendments to the terms of the trust. Depending on the type of trust and the express provisions with the trust itself, this may require compliance with certain procedures and...
Funding a Trust in OC: What You Need to Know
When it comes to estate planning, many people prepare a will to make sure their assets are distributed in the manner they wish. However, wills can not only be disputed, but also must go through probate. For those wishing to avoid probate and other potential...
How Will Probate Affect My Beneficiaries?
The process of probate can be filled with complexities while estates are being settled. Not only can they become lengthy, but they are often filled with terminology that’s difficult to understand. For this reason, it isn’t surprising that many families look for help...
What does the Probate Process look like?
The probate process isn’t always complicated. Sometimes the process goes quickly and the estate is settled easily. When the estate of the deceased is complicated or there are individuals contesting the will probated, problems can arise to slow down the process. Hiring...