Category Archives: Estate Planning

Understanding How COVID-19 May Have Affected the Value of Your Estate

The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans cope with health fears and financial volatility, it’s worthwhile to determine whether a will, trust, advance medical directive or other legal instrument needs to be […]

Probate Shortcuts for Small Estates in California

The state of California offers procedures that allow a family to avoid or simplify probate of a relative’s estate after their death. The three most common tools for streamlining the probate process are the use of the spousal property petition, the claiming of property with a simple affidavit and the simplified probate procedure. The spousal […]

Steps You Can Take to Create an Estate Plan

The most important thing you can do to plan for your family’s financial future is to create a will. Your will determines who gets your property and who should care for your children. Additionally, you can name an adult to manage your property for your children until they are old enough to do so. If […]