Category Archives: Estate Planning
What Is a Special Needs Trust in California, and How Do I Know if I Need One? (Basic Special Needs Trusts (Part 1 of 2)
A California special needs trust (or supplemental needs trust) holds assets for…
How Do I Sell a House or Other Real Estate in a California Probate? (Part 2 of 2)
In this post we will continue to discuss how to sell a…
How Do I Sell a House or Other Real Estate in a California Probate? (Part 1 of 2)
This is the first post of a two-part post series. Here and…
Why is a Medical Disclosure Authorization Important in California?
In addition to a trust, power of attorney for financial management, or…
Is a Power of Attorney for Health Care Important?
A power of attorney for health care is a document that names…
Finances: Reasons Why A Power Of Attorney Is Limited
A power of attorney for financial management is a document that names…
How to Prevent “Stuck” Assets in California
If you’ve read our other posts regarding wills, trusts, probate decedent’s estate…
Transferring Assets at Death – 2 of 2 (Methods)
This is the second of two writings that are generally about transferring…
Transferring Assets at Death – 1 of 2 (Introduction)
This is the first of two writings that are generally about transferring…
Understand Your Estate Planning Options
Allow us to guide and advise you to plan your estate or to carry out the estate of another. Failing to address these responsibilities can leave your family in a very challenging place. To meet directly with us to discuss your estate planning, conservatorship, probate, trust, or elder law concerns, please call 310-375-3350 or fill out our consultation form.
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