Notice: Due to COVID-19, we will be conducting all consultations either via video chat, phone, or email (We charge for Medi-Cal consults). Please don’t hesitate to call us if you have any questions!
Estate PlanninG
HABLAMOS ESPANOL 888.698.3951

Blog Posts in March, 2021

All Posts
  • What Happens If a Loved One’s Estate Planning Documents Can’t Be Found?
    What Happens If a Loved One’s Estate Planning Documents Can’t Be Found?

    When a loved one passes away or is determined mentally incapacitated, it is crucial for the personal representative, executor, trustee, or agent under a power of attorney to have access to the ...

    Read More
  • Filing Estate Tax Returns Does Not Have to Be Intimidating
    Filing Estate Tax Returns Does Not Have to Be Intimidating

    Taxes are one of those realities that executors and heirs need to deal with after the death of a loved one. For most, a final federal and state income tax return must be filed if the individual earned ...

    Read More
  • An Interview With Jeff Hayden About Guardianships and Conservatorships On “Your Legal Rights” Podcast
    An Interview With Jeff Hayden About Guardianships and Conservatorships On “Your Legal Rights” Podcast

    On March 10 th , Ivette Santaella was a guest on “Your Legal Rights” podcast with host and Bay Area attorney Jeff Hayden. For more than 30 years, “Your Legal Rights” has provided KALW listeners with ...

    Read More
  • Options for Leaving Your Real Estate to Your Loved Ones After You’re Gone
    Options for Leaving Your Real Estate to Your Loved Ones After You’re Gone

    For most of us, our home is one of the most valuable assets we own, and we want to ensure that it is left to our loved ones in the most efficient and cost-effective way possible for them. For others, ...

    Read More
  • Deciding What Happens to Your Personal Belongings After You Die (And What To Do if No One Wants Them)
    Deciding What Happens to Your Personal Belongings After You Die (And What To Do if No One Wants Them)

    For most of us, sitting down to consider our estate plans can be an emotional exercise. Not only is facing our own mortality daunting, but the process of deciding who you want to leave your personal ...

    Read More
  • The Importance of Reviewing Your Accounts and Property When a Loved One Passes Away
    The Importance of Reviewing Your Accounts and Property When a Loved One Passes Away

    When you create an estate plan, the main objective is usually to make sure that your accounts and property aren’t only in your name. If they are, they will be subject to probate when you die (a ...

    Read More