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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 [...]
Joint tenancy is a popular way for multiple people to own property together in California. This form of ownership comes with unique characteristics and benefits, making it an attractive option for many. Let's dive into what joint tenancy is, how it works, and what you need to know if you're considering this type of property [...]
Here’s a scenario I see all too often in our practice: A couple comes into my office to have their living trust reviewed. They tell me they responded to a mailer offering a steep discount to draft an estate planning package, but after signing their documents, they felt uneasy. As I go through each document, [...]
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