The Long Arm of the Law
December 21, 2020
A California Trust Beneficiary May Sue an Out of State Trustee in California Court In general, trust litigation must be brought in the jurisdiction in
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Chickenscratch Trust Amendments – Can You Contest Them?
December 14, 2020
How to Successfully Challenge Handwritten Trust Changes Without Triggering a No Contest Clause A good trust can be the centerpiece of a strong estate plan.
BREAKING NEWS – Proposition 19
November 13, 2020
Californians passed proposition 19 last week, altering California’s property tax assessment landscape in two major ways. First, proposition 19 allows individuals over 55 years of
Essential Estate Planning Guide for Entrepreneurs
November 3, 2020
Entrepreneurship is as challenging as it is rewarding, and an entrepreneur has countless things to consider during any given day. However, one thing that can
Estate Planning Tips for People Under 40
November 3, 2020
Estate planning is best done as early as possible. While it can be difficult to imagine the end of your life when you are young,
How to Avoid Devastating Estate Planning Mistakes
October 8, 2020
Estate planning is a complex process that typically requires consistent attention over time. You must not only put your end-of-life plans and preferences into a
Why You Shouldn’t Wait to Organize These Key Documents in Estate Planning
October 8, 2020
Handling a loved one’s end-of-life affairs can be an incredibly challenging responsibility, especially if the departed left no clear instructions about what they wanted to
#LastWillAndTestament – The Unsent Text Message and Other Unusual Wills
September 24, 2020
California, like many states, recognizes some handwritten wills as valid testamentary documents. And while a do-it-yourself will is almost never a good idea, there are
Words Have Meaning – Revocation of Trusts after Cundall
September 1, 2020
New California Case Law: a trust may be revoked by following the default California statutory revocation procedure, unless the trust includes a revocation procedure that
Your Time Is Valuable: Let’s Get a Jump Start on the Estate Planning Process
May 15, 2020
Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our nurses or
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