Funding your Trust
INSTRUCTIONS FOR TRANSFERRING ASSETS TO TRUST The following information outlines the method by which assets should be transferred into your Revocable Living Trust. If you are uncertain how to initiate a transfer or if you receive CONFLICTING information, please contact this office so that we may assist you. REMEMBER, YOU ARE RESPONSIBLE FOR KEEPING YOUR […]
Read MoreHow to Avoid Probate
As you have now realized the probate process is lengthy, costly and can be a frustrating for your heirs. We have looked at what goes into decided if your estate is large enough to go into probate or not. But rest assured if your estate exceeds the $100,000 umbrella in California then there are still […]
Read MoreWhat Probate Is
Probate is the term used in reference to the process in which a probate court oversees the settling of an estate according to the terms of a will. Probate done through the probate court is an expensive and lengthy process. It can take anywhere from a few months to a few years, depending on the […]
Read MoreWhat Determines Going to Probate Court or Not
Now that we know what probate is let’s take a look at what determines having to go to probate court. The first step is determining if an estate is over the monetary limit to avoid probate court. While the minimum amount varies throughout the country, in California if an estate is $100,000 or more it […]
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Read MoreWhat is Estate Planning and Why it is for Everyone
Whether your estate is large or small, comprised solely of personal assets or combined with a business, and whether you are further along in life or newly started out, you need an estate plan. In all cases estate planning is a necessary step that all individuals or families should embark on. Death is unavoidable. Should […]
Read MoreA look at the Documents Used in Estate Planning
In the creation of a personal estate plan, several different types of documents will need to be employed. An estate plan normally includes four or five main legal documents and in certain cases even more. Having a credible and knowledgeable estate planning attorney to assist and guide you through the creation of these documents is […]
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