the SECURE act

The SECURE Act Special Report

The SECURE Act, which got made into law in 2019 and became effective on January 1, 2020, changed the rules about contributions to Individual Retirement Accounts (IRAs). As with other changes to federal law, the SECURE Act is complicated. You might want to talk to a California estate planning attorney about how the SECURE Act […]

Read More
estate plan

What Makes a Great Estate Plan

It is a common misconception that a person who has a will has an estate plan. While it is better to have a will than to die intestate (without a will), a thorough estate plan can do much more than merely state who gets your things after your death.  A California estate planning attorney can […]

Read More
adopted child

Can Adopted-Out Children Still Inherit From Their Biological Parents?

In California, specific laws govern the inheritance rights of adopted children.  Generally, adopted children are entitled to the same inheritance rights as their adoptive parents’ biological children.  But can legally adopted children still inherit from their biological parents? California estate planning attorneys regularly help clients understand the inheritance rights of adopted children under California law.  […]

Read More

Who Inherits When There Is No Will in California?

When a person dies without leaving a valid will or trust, that person has died “intestate.” Failing to ever make a will or create a trust document could cause intestacy, but many other events could also invalidate a will or make a will impossible to probate. A California estate planning attorney can help you protect […]

Read More
elderly couple estate planning

Signs of Undue Influence in Elderly Estate Planning

It sounds like the plot of a movie – someone tricks, pressures, or forces an older adult to change their will or trust, cutting out everyone else from the inheritance and leaving all or most of the assets to the person who exerted undue influence. California law is intended to protect people from this financial […]

Read More
couple and attorney discussing estate plan

What Documents Should be Included in Your Estate Planning?

Some people think they do not need an estate plan unless they are married, own a home, have children, and own significant assets.  But that is not always the case. A young, single person could have a devastating accident or illness. Without a power of attorney for healthcare decisions, the family might have to go […]

Read More
man looking over his will

How Long Does Probate Take in California?

On average, probate in California takes about 12 to 18 months. It can get done in as little as nine months, but that is unusual. If there are any problems, it can take up to two years or longer. There are ways to get assets to your loved ones faster. A California probate attorney can […]

Read More
lawyer mediating trust disputes

How Do Trust Disputes Arise?

Whenever there is money involved, there can be conflict. Trust disputes happen when people are not happy with the terms of the trust or how the trustee carries out the duties of the position. Sometimes the person objecting to the trust has a legitimate complaint. Some people challenge trusts hoping to get “free money” or […]

Read More