Navigating California Trusts: Why a Professional Trustee is Key to Protecting Your Assets Estate planning is an essential step to ensure that your assets are distributed according to your wishes after you’re gone. One of the most critical decisions in this process is choosing the right trustee to administer your trust. In California, where property … Continued
Power of Attorney: A Critical Tool for Californians Imagine this: You’re taking a well-earned break, enjoying the California sunshine, when an unexpected event leaves you unable to make crucial decisions. Or perhaps you face a condition that gradually affects your cognitive abilities. Who will manage your finances, pay your bills, or make key healthcare decisions? … Continued
Crypto is Coming By now you have probably heard about cryptocurrencies such as Bitcoin or Ethereum, and perhaps you have invested in them too. Regardless if you are a crypto expert, or outright against cryptocurrency, it’s important to understand how to plan for owning crypto assets as they gain mainstream traction. Planning for digital assets … Continued
Losing a loved one is always difficult, and there are often additional challenges after someone’s passing when sorting through the decedent’s affairs. When someone dies, their assets are evaluated by the probate court so beneficiaries and outstanding debts are identified. The first document the probate courts request is a Last Will. In the case no … Continued
Valentine’s Day Celebrate Valentine’s Day every 14th day of February. This gives us the chance to show how we appreciation people important to us. These people may be our family, friends, or someone who makes us feel special. We often give gifts to show our appreciation to our loved ones. This can be in … Continued
People with estate plans should feel that their assets and loved ones are secure in the future. That’s true, but an estate plan doesn’t mean it ends there. The Grantor of a trust may need to update their estate plans from time to time to ensure that their plans comply with the latest laws and … Continued
Estate planning is often overlooked by just about everyone. People go on with their lives without a plan for their future, and they live in the present moment. But there are only disadvantages to not planning ahead. Even celebrities will succumb to these consequences if they did not plan for their estate. Prince “Prince Rogers … Continued
Probate Sale refers to selling assets owned by the deceased to the public. Probate Process It is natural for a person to pass on their assets from one person to another. But, when a person passes away without transferring their assets, the Probate Court becomes involved. The Probate Court is identifies the people who … Continued
Protect Yourself Assets take a lifetime to accumulate but can be lost in an instant. We often see people who have worked hard all their lives lose some or all of their assets due to lawsuits, bankruptcy, creditors, family accidents, or other unfortunate circumstances. These risks are common, but that doesn’t mean they have to be yours if you take the right precautions. The Myth, The Legend, The Protection Asset protection aims to ensure … Continued
Probate Who? You’ve heard about probate, but do you actually know what it is? Do you hear positive or negative things about probate? Who goes through probate? Probate is the legal procedure that occurs when someone dies affecting their assets. The probate court evaluates and distributes these assets. The first step in probate … Continued