This New Year, Resolve to Secure Your Legacy with Estate Planning

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 [...]

By |2024-12-17T18:36:24+00:00December 17th, 2024|Estate Planning, Living Trust, Marriage, Trust Administration|Comments Off on This New Year, Resolve to Secure Your Legacy with Estate Planning

Questions about Estate Planning?

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 [...]

By |2024-12-04T19:52:52+00:00December 4th, 2024|Divorce, Estate Planning, Living Trust, Marriage, Trust Administration|Comments Off on Questions about Estate Planning?

Tony J Tyre in Crisp Game Changers Summit

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, [...]

By |2024-12-04T20:12:08+00:00November 20th, 2024|Conference, Divorce, Estate Planning, Living Trust, Marriage, Summit, Trust Administration|Comments Off on Tony J Tyre in Crisp Game Changers Summit

Estate Planning Considerations in Divorce

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. [...]

By |2024-10-25T23:00:06+00:00October 24th, 2024|Divorce, Estate Planning, Living Trust, Marriage, Trust Administration|Comments Off on Estate Planning Considerations in Divorce

Questions and Answers about Executor and Trustee Fees in California

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 [...]

By |2024-10-22T00:42:35+00:00October 22nd, 2024|Estate Planning, Inheritance, Living Trust, Marriage, Trust Administration, Trustee|Comments Off on Questions and Answers about Executor and Trustee Fees in California

Understanding Joint Tenancy in California

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 [...]

By |2024-10-01T19:17:16+00:00October 1st, 2024|Estate Planning, Inheritance, Living Trust, Marriage, Trust Administration|Comments Off on Understanding Joint Tenancy in California

Lessons From Celebrity Estates

Prince When singer Prince passed away unexpectedly in 2016, he left no trust or will, leaving his $200 million estate up for grabs​ Multiple heirs came forward claiming an interest in the estate, resulting in a tumultuous legal battle​ Outcome: It took six years and cost millions of dollars to settle the Estate, with the [...]

By |2024-08-30T15:24:20+00:00August 16th, 2024|Celebrity, Death, Estate Planning, Inheritance, Living Trust|Comments Off on Lessons From Celebrity Estates

Special Needs Trusts Part 2: Selecting a Trustee

Previously, I discussed the types and applications of various Special Needs Trusts (SNTs). I highly encourage you to review the previous article for comprehensive information on the subject. However, here is a brief synopsis of my previous article for your reference: A Special Needs Trust is a type of trust created to address the long-term [...]

By |2024-07-18T16:01:06+00:00July 18th, 2024|Living Trust, Special Needs Trust, Trust, Trust Administration|Comments Off on Special Needs Trusts Part 2: Selecting a Trustee

San Gabriel Valley’s Best “Living Trust Attorney” and Best “Legal Services”

We are honored to be voted once again as San Gabriel Valley’s best in "Living Trust Attorney" and "Legal Services" by Pasadena Star-News, San Gabriel Valley Tribune, and Whittier Daily News. We extend our heartfelt thanks to our clients for this esteemed recognition. Recently featured in USA Today’s "Estate Planning 101," we are dedicated to [...]

By |2024-06-19T14:46:32+00:00May 28th, 2024|Awards and Recognitions, Living Trust, Trust, Trust Administration|Comments Off on San Gabriel Valley’s Best “Living Trust Attorney” and Best “Legal Services”

Two Years Later: COVID-19 & Estate Planning By Allyson S. Heller

Over two years after the “Stay at Home” order went into effect, with Omicron, many people still feel overwhelmed and helpless, which is why now, more than ever, it is important to ensure that you and your loved ones are adequately equipped to handle whatever challenges may arise. Although having a living trust or will, [...]

By |2024-01-28T03:09:13+00:00February 2nd, 2022|Estate Planning, Living Trust, Taxes, Trust, Will|Comments Off on Two Years Later: COVID-19 & Estate Planning By Allyson S. Heller
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