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SLAT Estate Planning: A Great Option for Large Estates

By |2023-05-12T06:51:52-07:00January 17th, 2022|California Courts, Estate Planning, Probate|

There are many estate planning strategies out there, but which one is best? To be honest, it really depends on your situation. While most real estate strategies are designed to grow and successfully transfer assets, some are meant to look even further ahead to future generations. One of the latter, spousal lifetime access trust (SLAT) [...]

How to Create Your Own Estate Planning Flowchart in 7 Easy Steps

By |2023-05-12T06:56:40-07:00November 3rd, 2021|Estate Planning, Probate|

Do you ever procrastinate? Everyone has at some time or another, and estate planning is no exception in this regard. However, estate planning is one of those tasks that you shouldn't put off for long. Estate planning has significant benefits if you become incapacitated or die unexpectedly, leaving behind potential heirs. An estate planning [...]

What Exactly Is GRAT Estate Planning?

By |2023-05-12T07:06:15-07:00October 6th, 2021|Estate Planning, Probate|

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 [...]

Probate Estate Planning: What You Need to Know

By |2023-05-12T07:08:10-07:00August 16th, 2021|Probate|

Losing a loved one is hard. Not only is there sorrow; there’s also the struggle of dealing with the belongings of the person who died. In general, this legal process of administering someone’s estate when they die is called a “probate.” The hassle of going through the probate court is further complicated when [...]

What Are Non-Probate Assets, and How Do They Affect Your Estate Planning?

By |2023-05-12T07:08:57-07:00July 28th, 2021|Estate Planning, Probate|

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. [...]