Category Archives: Estate Planning

Estate planning attorney working on estate plan with client

Is the Probate Process Mandatory?

Probate is a legal process during which a court will look at a decedent’s estate and how his or her assets are to be distributed. During probate the court will look to validate a will (if there is one), and will also appoint an executor or, an administrator if there is no will. This appointed […]

  • Posted on: Nov 18 2022
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Woman working on an estate plan

Selecting Environmentally Conscious Burial Options in CA

Many people are concerned about the impact that their own actions are having on our environment and are looking for ways to be more environmentally conscious. For some people this even includes what to do with their body when they pass away.  Burial solutions that are gaining a lot of traction are green burials, commonly […]

  • Posted on: Oct 19 2022
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Mother and son meeting with estate planning attorney

Legal Documents That May Be Important for Your 18-Year-Old Child

It may seem a bit strange, but it’s important to note that estate planning doesn’t actually require an estate. There are many important “estate planning” documents that aren’t about how much money or property you have. For this reason, everyone over the age of 18 should begin to establish an estate plan. When your child […]

  • Posted on: Aug 29 2022
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Spilled pills

3 Steps to Take with Your Deceased Loved One’s Prescription Medications

When you lose a loved one, it can be difficult knowing all of the things to take care of after their passing. There may be accounts to close, final bills to pay, and funeral arrangements to make. But one thing most people don’t think about is what to do with any prescription medication that they […]

  • Posted on: Jul 31 2022
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Elderly woman signing her estate plan

How Your May-December Relationship May Impact Your Estate Planning

You can’t always help who you fall in love with. And while most people end up with a partner who is 2-4 years older or younger, some people fall in love with those much older or younger than themselves. Every relationship is different and some relationships just work – age gap or not. A difference […]

  • Posted on: May 27 2022
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Elderly woman working on her estate plan

Why HIPAA Release Forms Matter for Your Estate Plan

When we think about estate planning, we often think of looking ahead to the end of our lives. However, estate planning is about more than just death; it’s about planning for the unexpected – especially unexpected health battles.  An advance health care directive is a legal document that allows for someone else to make medical […]

  • Posted on: Apr 29 2022
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business attorney sitting with client

What You Should Know About a “Springing” Power of Attorney

Estate plans are important because they help you to not only plan for how you want your family to be taken care of (after you pass away), but also for how you want to be cared for or taken care of should you be unable to take care of yourself. In other words, an estate […]

  • Posted on: Mar 18 2022
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CA Proposition 13: Keeping the Tax Value of Your Parents’ Home

Buying a home is one of the most exciting purchases you will likely ever make. Real property is often lauded for the fact that it commonly increases in value, or appreciates, over time. But what if you purchase a home and its value increases exponentially? Will you then be required to pay so much more […]

  • Posted on: Feb 11 2022
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estate planning lawyer shaking hands with client

How Might the Build Back Better Act Impact Estate Planning in CA?

You likely have heard of something called the Build Back Better Act, but may not know what exactly it is. The Build Back Better Act is a plan proposed by the Biden Administration intended to help Americans deal with a variety of issues such as COVID-19 relief, healthcare, housing, clean energy, infrastructure, and taxation. So […]

  • Posted on: Jan 22 2022
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client estate plan

5 Steps for Taking Care of Your Loved One’s Estate

The death of a loved one is never easy. When someone you love passes away, you may have no idea what to do next. The last thing on your mind is probably taking care of all of their personal matters. However, doing so is imperative. That’s why it’s important to know what steps you should […]

  • Posted on: Dec 17 2021
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