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How Does a Personal Asset Trust Work? Why Choose a Personal Asset Trust? Secure Your Legacy Today When planning your estate, protecting your beneficiaries' inheritance is crucial. Most living trust beneficiaries receive their inheritance "outright," meaning assets are distributed directly to them. While this approach seems straightforward, it leaves the inheritance vulnerable to significant [...]
How Does Joint Tenancy Work? Pros and Cons of Joint Tenancy Disadvantages of Joint Tenancy Alternative to Joint Tenancy Many clients have questions about joint ownership of property and whether adding another individual to their property is a good way to pass down assets upon their death. While joint tenancy has its advantages, [...]
With the wildfires, our firm has received numerous questions about whether your homeowner's insurance policy should be held in the name of your living trust if the title is held in the trust. This is an important consideration when managing both home insurance and living trust details to avoid complications. A living trust is a [...]
A living trust ensures property can pass to you and other beneficiaries without the delays and expenses of probate court. However, while avoiding probate simplifies the estate distribution process, a living trust doesn’t eliminate responsibilities. As the Successor Trustee, you’ve inherited a critical role that requires careful attention, legal compliance, and dedication to fulfilling the [...]
The holidays are here, and soon, conversations will turn to New Year’s resolutions. “I’ll read more,” some will vow. Others will pledge, “I’ll work out every day,” or “I’ll finally eat healthier.” While admirable, these resolutions often lose steam by February, leaving us to repeat the cycle next year. But what if you could make [...]
Do you have questions about estate planning but don’t know where to start? 🏡💼 From wills to trusts to avoiding probate, we’ve got you covered! Check out our brand-new Estate Planning FAQ page for expert advice tailored to California residents. 📖✨ 💡 Learn about: ✅ Writing a will ✅ Setting up a trust ✅ Avoiding [...]
Our lead attorney, Tony, was in Atlanta at the exclusive, invitation-only Crisp Game Changers Summit, connecting with top leaders in the legal industry. The Crisp Game Changers Summit is a premier annual event designed for law firm owners and legal professionals who aim to transform their practices and achieve exponential growth. Hosted by Crisp Video, [...]
Family law encompasses various aspects of legal matters, and one critical area that often arises during divorce proceedings is estate planning. In this post, we’ll explore essential estate planning considerations specifically for those undergoing divorce in California. In a recent video, attorney Tony discusses the importance of understanding estate planning in the context of divorce. [...]
What is the probate process in California? The probate process is a court-supervised procedure that occurs whether someone dies with a will (testate) or without a will (intestate). It typically takes 12-16 months. What compensation is an executor entitled to during the probate process in California? The executor (personal representative) is entitled to compensation based [...]
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