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Estate planning is imperative for anyone looking to ensure the well-being of their family members after their death. In fact, we always recommend that our clients create an estate plan. Therefore, in order to help out with this daunting process, we've created a free checklist for your reference. Read on to learn how to use it!

If you're looking to transfer real property in California, it's important that you understand the different types of deeds and how they work. Furthermore, in order to avoid paying unnecessary document transfer tax, learn how the tax is calculated and when you're exempt.

When a spouse dies, funeral arrangements and grieving with family members can make settling the deceased's estate that much more challenging. To simplify the process, we've created a legal checklist and answered your most common questions to ensure you don't miss any important steps. If you need assistance during this difficult time, give A People's Choice a call.

If you wish to avoid estate planning, advisers may recommend California's Transfer on Death Deed. Once you file this deed with the county, theoretically your properties will automatically transfer to named beneficiaries without probate. Since the forms associated with this transfer are inexpensive to record and fully revocable, the concept often feels like the answer to a prayer. Unfortunately, these transfers have many drawbacks.

Contrary to popular belief, you do not need to hire an attorney to transfer real property title in California. In earlier days, title companies were able to prepare the necessary documents to transfer real property title. Nowadays, title companies no longer offer this service and often refer people to A People's Choice for this routine [...]

If you need to transfer real property title in California, you will be pleased to know that the process is quite simple with the right help. Property deeds are used to memorialize the transfer in the County Recorder's office. In the past, title companies offered the services of preparing deeds. Over the years, that service [...]

A medallion guarantee, also referred to as a medallion signature guarantee, is used when buying or selling physical stock and bond certificates. A medallion guarantee is used to prove that the stock or bond owner has the right to sign over his/her rights to the assets being sold. A medallion guarantee may also be used [...]

Are you an unmarried couple in California seeking to coexist without a formal marriage? Or maybe you moved into California recently from a state that recognizes common law marriage, and you’re wondering if you will still enjoy the same rights and responsibilities of common law marriage in California. Common law marriage in California ended [...]

Many clients for whom we have prepared a living trust [...]

What Constitutes a Will? The contents of a typical will could include: *The deceased’s real estate holdings *Stocks and bonds *Cash or cash accounts *A life insurance policy *Pension benefits, death benefits *Personal belongings *Bank account funds or funds with any financial institution, and retirement accounts. Probate is legal term that refers [...]

There are several reasons a person could feel a need for disinheriting a family member. There may be family arguments leading to estrangement, financial reasons, or even to protect one child over another. When someone decides to disinherit a family member such as his or her spouse or children, they need to do more than simply leave them [...]