Estate Planning Solutions: Your Complete Guide Bestselling author Jen Lancaster said, “There’s nothing fun about stuff like estate planning, getting mammograms, or talking to a guy about long-term disability insurance, but do it anyway. Trust me, the stress of not having done the above is prematurely aging.” She makes a good point here. While estate planning may not be fun, [...] By Sandra McCarthy|October 11th, 2021|Estate Planning|0 Comments Read More
What Exactly Is GRAT Estate Planning? Archbishop Richard Cushing once said, “Always plan ahead. It wasn’t raining when Noah built the ark.” This statement greatly reflects the importance of planning. People plan for many reasons, but the prominent reason is to make the future easier and less stressful for them. For Noah, that meant building a vessel big enough to [...] By Sandra McCarthy|October 6th, 2021|Estate Planning, Probate|0 Comments Read More
The Basics of Estate Planning and Administration According to author Henrietta Newton Martin, "To curtail complications and help in the procedure of devolution of assets after death, a will has to be well prepared and written.” It is with this quote in mind that we aim to demystify the often confusing concepts of estate planning and administration. Whether you're planning your [...] By Sandra McCarthy|September 29th, 2021|Estate Planning, Probate|0 Comments Read More
What Is Probate Estate? As a popular saying attributed to Japanese writer Haruki Murakami goes, "death is not the opposite of life but a part of it." That brings to mind the fact that although death can stop a person from living, it can’t stop the person’s legacy from thriving. This, is related to the far less poetic, [...] By Sandra McCarthy|September 20th, 2021|Estate Planning, Probate|0 Comments Read More
Start Planning with Our Easy California Estate Planning Questionnaire Everyone needs an estate plan. It doesn’t matter if you have few estate assets, are living your best life in your 20s, or don’t have close ties with your family members. Estate planning allows you to prepare for unexpected events and ensures the right people or organizations inherit your personal property at your time [...] By Sandra McCarthy|August 25th, 2021|Estate Planning|0 Comments Read More
What If the Executor Does Not Probate the Will in California? Most of us have no idea when we’re going to die. To live life to the fullest during the time they have, some people choose to spend their resources lavishly and give no thought to what will happen when they’re gone. However, the same thing cannot be said of examples of people who [...] By Sandra McCarthy|August 9th, 2021|California Courts, Estate Planning, Probate|0 Comments Read More
How Long Does Probate Take in California? If you know anyone who has gone through the California probate process, then you may have noticed that it can take some time. The real question is, how long does probate take in California? The answer is, inconveniently, that it depends. The duration of probate is contingent upon several factors, including the estate’s complexity, the [...] By Sandra McCarthy|August 4th, 2021|Estate Planning, Probate|2 Comments Read More
What Are Non-Probate Assets, and How Do They Affect Your Estate Planning? Probate is no picnic to those who are unfamiliar with the process. For one, if you’ve been chosen as a personal representative for an estate, you’ll need a complete understanding of what a personal representative has to do with both probate and non-probate assets. And, unfortunately, California probate law doesn’t make things easier. [...] By Sandra McCarthy|July 28th, 2021|Estate Planning, Probate|6 Comments Read More
The Difference Between Joint Tenancy and Community Property With Right of Survivorship Right of survivorship is an important legal right that allows property owners to keep property in the event of the co-owner's death. Some states offer right of survivorship in the form of community property. However, community property with right of survivorship has additional restrictions and different tax implications than joint tenancy. Read on to learn more and determine which type of co-ownership is right for you. By Sandra McCarthy|April 7th, 2021|Estate Planning|53 Comments Read More
California Living Trust Checklist With our living trust preparation checklist, a DIY trust is possible! Plus, by working with a registered legal document assistant such as A People's Choice, you can avoid high attorney's fees for help drafting your trust. Read on for our complete California living trust checklist and to learn more about the necessary actions that come along with writing a trust. By Sandra McCarthy|March 4th, 2021|Estate Planning|6 Comments Read More