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She was professional, flexible with her schedule and incredibly knowledgeable. I would definitely recommend her to any of my friends or family considering setting up a will or trust.
Recent Blog Posts
Why should you review your estate plan documents? In the event of your incapacitation or death, having an outdated estate plan may have unintended consequences. For example, Your new assets, not transferred to your trust, being subject to probate; If you are predeceased by your nominated executors, trustees, or beneficiaries, you may be represented by individuals that do not have your best interests in mind, or that you no longer have a close relationship with; Your assets being directed to people or causes that you no longer support; Conflict within your family and friends; Outdated estate law tying the hands
One of the important things a comprehensive estate plan does is to plan for incapacity. Incapacity is when a person is medically determined to be unable to make decisions for themselves. An estate plan handles this by having you designate a person or persons who will handle your affairs for you in such a scenario. Clients frequently assume that this is done through one document. It is not. California law requires that this designation is done through two documents. The first is called a Durable Power of Attorney. This document enables you to name a person who will handle your
When Bitcoin was first created in 2009, to most people, the idea of open-source, decentralized cryptocurrency probably sounded like something from a futuristic action movie. Today, there are not just are many different types of cryptocurrencies but multiple ways to hold crypto as an asset and it is increasingly common to have crypto as a part of one’s investment portfolio. In terms of estate planning, it is easiest if you hold cryptocurrency in a coin-based account. Many people have Bitcoin, Ethereum, or Dogecoin in the form of a CryptoKey. This makes it harder because the asset doesn’t ‘live’ anywhere in
Frequently Asked Questions
A comprehensive estate plan is a set of documents that allows you to plan for incapacity, determine who inherits your assets and according to what terms, and select an individual to serve as guardian of your minor children. You can learn more here.
Under CA law, if you only have a will your property will be subject to probate court at your death. If you have a trust you can avoid probate court and your estate can be administered privately by your loved ones. You can learn more here.
A California probate is very time-consuming and expensive. The personal representative and his or her attorney are both paid a percentage of the appraised value of the estate. There are also filings fees, publishing fees and appraiser fees associated with a probate that you typically avoid when you have a trust. You can learn more here.