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Durable Power of Attorney

By |December 7th, 2015|

Durable Power of Attorney A Durable Power of Attorney for Finances is an important aspect of estate planning. Sometimes an unexpected life event happens leaving a person temporarily or permanently incapacitated. This important document will make sure your personal affairs will continue to be property handled without the necessity and cost of court intervention. [...]

Probate vs Heggstad – When Filing Probate is Better

By |April 29th, 2017|Probate|

Your loved one has passed and they had a living trust. Unfortunately you learn that one of their real estate properties was not under the name of the trust. You are faced with the decision - file a probate vs Heggstad petition. You may be surprised to learn that sometimes filling probate may be better [...]

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Real Estate Title in California

By |April 25th, 2014|

Real Estate Title in California   In California, there are several ways to hold title to real property. Property can be owned by individuals as sole owner or as co-owners. Legal entities can also hold title to real property. If you have any questions as to which method is best, you [...]

Why and How You Can Plan Your Estate Today

By |January 10th, 2022|Estate Planning|

According to Forbes, most people avoid estate planning. They might feel they're too busy and will get it done at a later time in their lives. They may also fear the expense. Finally, some people also perceive estate planning as some kind of jinx. If you're like the average Joe, you may prefer to live [...]

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Estate Planning for Blended Families: Our Top Tips

By |October 25th, 2021|Estate Planning|

Estate planning is essential for any family, be it nuclear or extended. And if estate planning is important for a standard family, how much more important is it be for blended families, with their added members and complexities? Financial and other relevant aspects of a person’s life, when planned carefully in advance, can benefit [...]

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Start Planning with Our Easy California Estate Planning Questionnaire

By |August 25th, 2021|Estate Planning|

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 [...]

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Financial Power of Attorney

By |March 1st, 2021|

California Financial Power of Attorney Create your financial power of attorney today This important document makes sure your personal affairs can be property handled without the delay and cost of court intervention. The attorney-in-fact you appoint has the authority to do some or all of the following: Use your assets [...]

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What Is the Purpose of Making an Estate Plan in California?

By |October 18th, 2021|Estate Planning|

Many people fear planning for the future. It's hard to blame them; no one likes considering their own mortality. Plus, planning your estate is seen by many as an unnecessary chore. What is the purpose of making an estate plan, anyway? The truth is, as a responsible person, you probably make adequate preparations regarding [...]

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The Basics of Estate Planning and Administration

By |September 29th, 2021|Estate Planning, Probate|

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 [...]

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Advance Healthcare Directive

By |March 1st, 2021|

California Advance Healthcare Directive Create your advance healthcare directive today State your desires about your healthcare in any situation in which you are unable to make your own decisions and choose who may speak on your behalf. The agent you name in your healthcare directive has the power to: Give [...]

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What Is Fair in a Second Marriage and Estate Planning?

By |October 13th, 2021|Estate Planning, Probate|

Multiple marriages are often a fact of life. According to the U.S. census bureau, 42 million Americans have been in more than one marriage. Divorce and the death of a spouse are the leading factors contributing to the end of marriages in the United States. A new marriage is considered a fresh start for many, [...]

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Probate Estate Planning: What You Need to Know

By |August 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 [...]

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Ventura Legal Assistance

By |May 27th, 2014|

Affordable Legal Assistance Ventura County | A People's Choice Don't let the legal system scare you! A People's Choice in Ventura County, California has been a leading provider for affordable California legal assistance in Ventura County since 1980. Don't spend needless money on attorneys on matters that you can do yourself with [...]

Estate Planning Solutions: Your Complete Guide

By |October 11th, 2021|Estate Planning|

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, [...]

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Storing Estate Planning Documents

By |January 18th, 2016|Estate Planning|

Many clients for whom we have prepared a living trust ask us about the best place for storing estate planning documents.  From storing such documents with your bank, to providing loved ones with copies, the place you choose for storing your estate planning documents needs to be where your beneficiaries can reach them in the [...]

10 Benefits of Estate Planning (in California) You Need to Know

By |November 29th, 2021|Estate Planning|

Plenty of people think estate planning is only for elderly, wealthy individuals. They may think estate planning holds few benefits for those who are younger or of modest means. The truth is, you don't have to be rich and elderly to reap the benefits of estate planning! You can benefit from it right now. [...]

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When You Should Fire Your Attorney

By |October 21st, 2018|California Courts|

Do you have an attorney that you are unhappy with? Do you want to represent yourself or find a new attorney? Unfortunately, sometimes an attorney-client relationship deteriorates to the point when you want to fire your attorney. While there are good reasons to fire an attorney, sometimes both parties may have unrealistic expectations. You may discover you don't really need an attorney or simply cannot afford your attorney. Here is a guide of when you should fire your attorney and when you shouldn't.

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Estate Planning 101 for Californians: Here Are the Basics

By |January 25th, 2022|California Courts, Estate Planning|

Do you have an estate plan? If you live in California, do you know the basics of estate planning in the Golden State? If your answer is "no," it's time for Estate Planning 101. An estate plan is a must for every adult, but before planning your estate, you need to understand the estate [...]

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