If you live in California and are considering creating a revocable living trust, it's essential to understand the benefits and potential drawbacks of this trust type. A living trust is a legal document that allows you to manage your assets and determines asset...
Month: December 2022
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Does a retirement account have to go through probate?
Probate is a process all California estates go through even if the decedent lacked a will. However, some assets are transferred outside of probate. Retirement accounts are among them. Understanding probate The probate process allows a person’s will to be validated so...
Important tips for medical professionals planning their estates
Medical professionals in California encounter life-or-death situations every day. However, few take the time to consider their own deaths. But like everyone, it’s important to plan their estates. While they may share the same estate planning issues as the rest of the...