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 Personal Estate Planning

All Posts
  • How to Sever Joint Ownership of Property
    How to Sever Joint Ownership of Property

    Did you know that one of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship (joint tenancy)? Joint tenancy is a legal right to property ...

    Read More
  • A Special Needs Trust Can Now Be Designated as an Option Beneficiary
    A Special Needs Trust Can Now Be Designated as an Option Beneficiary

    Effective January 1, 2017, Defined Benefit Program members and Cash Balance Benefit Program participants may designate a special needs trust or supplemental needs trust, as an option or annuity ...

    Read More
  • Why Buy-Sell Agreements are Important to Business Owners
    Why Buy-Sell Agreements are Important to Business Owners

    What happens to your business if you are disabled or die? A Buy-Sell Agreement provides a plan for a seamless transition with minimal disruption to your business. There are two categories of Buy-Sell ...

    Read More
  • Understanding the California Probate Process
    Understanding the California Probate Process

    Understanding the California Probate Process There is no question that losing a loved one is a sad and difficult time for a family, relatives and close friends. Once someone passes, those left behind ...

    Read More
  • Credit Shelter Trust
    Credit Shelter Trust

    To ensure that you get taxed once when your spouse passes, you should consider a bypass or credit shelter trust. This trust is often utilized by spouses when preparing their estate plans. The credit ...

    Read More
  • What is a Dynasty Trust?
    What is a Dynasty Trust?

    A dynasty trust is an irrevocable trust designed to eliminate the following taxes -- gift, estate and generation-skipping taxes -- for generations of the grantor's family , a "dynasty". Depending on ...

    Read More