Providing for Pets in Your Estate Plan
By: Allyson S. Heller
Many pet owners worry about what will happen to their animals when they pass away. Fortunately, California law allows for the creation and establishment of something called [...]
Estate Planning as a New Year’s Resolution
By William Mason, Of Counsel—Attorney at Law
The holidays are here, and what does that mean? Soon you’ll be hearing people talking about their New Year’s resolutions. “I’m going to read at least one [...]
Amending Your Trust After Marriage—the Omitted Spouse Doctrine
By William C. Mason, III, Of Counsel
Marriage changes a lot of things—but should it change your existing trust? To answer that question, let’s look at a hypothetical: John has two children: Dick and [...]
Is Inheritance Tax-Free in 2023? By Tony J. Tyre, Esq.
Unknown to many of us, the government does not take money from a person’s estate most of the time. In fact, estates will usually pay little-to-no money [...]
Identifying and Understanding Different Will Types
By William C. Mason, III, Of Counsel
California wills come in several different forms—attested, statutory, holographic, and pour-over. These different types of wills are all similar in that each is a testamentary document (1) [...]
The Perils of Transfer-on-Death Deeds
By Allyson S. Heller
On January 1, 2016, the California legislature enacted Assembly Bill 139, which permits individuals to transfer real property upon death using a revocable transfer-on-death (TOD) deed. Since [...]
