Category Archives: Estate Planning and Administration
Find Out If A Special Needs Trust Is Right For You
If you or a loved one has special needs, you may want to help get them a special needs trust. However, before going out and…
How to Proceed with Creditor Claims in Probate Law
Creditor claims in California are a detailed and intricate part of probate law. If you fail to comply exactly as the rules state, you will…
Things To Know About A Durable Financial Power Of Attorney
A Financial Power of Attorney is a person who is able to make financial decisions for you if you become incapacitated and unable to make…
Handling Problems in Probate
Probate is the legal method by that the fiduciary (executor) of the estate ultimately settles all affairs of a deceased dearest. It is typically more…
Why DIY is Hazardous to Your Estate Plan
Estate planning attorneys may work with financial experts to help customers create legally-binding trusts related to the disbursement of money and assets. Great legal representatives…
Estate Case Update From The NJ State Bar Association
Case update from the NJ State Bar Association: 38-2-5185 In the Matter of the Estate of Mary Jane Lynch, N.J. Super. App. Div. (Suter, J.A.D.) (19…
How Are Gifts After Death Treated According to Estate Tax Law?
After the death of an estate owner, the estate is taxed whenever the property is transferred. In order to limit estate taxes, the individual can…
How Long Does Probate Take?
What is Probate? The term ‘probate’ means ‘proof.’ The term probate in the legal system is proof that the will is ironclad in a court…
The Principle Of Small California Estates Using PODs in Estate Planning
Probate in California can be avoided with the use of the small estates law. California does not require estates of $150,000 or less to be…
Benefits of Creating a Trust For Your Estate
Trusts are very beneficial for estate owners to create. They leave you with peace of mind that your family will be able to inherit your…
Locations
Coachella Valley
74774 Highway 111
Indian Wells, CA 92210
303 N Indian Canyon Drive
Palm Springs, CA 92262
650 Town Center Drive, Ste. 1400
Costa Mesa, CA 92626
