Planning for the future can be difficult, especially when it involves finances and property. Estate planning is important in ensuring that all of your California assets are cared for. But, if you don't put in the effort to do it correctly, you could end up making a...
Month: June 2023
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What is involved in an estate inventory?
Trust assets, jointly owned real estate properties and financial accounts with named beneficiaries are usually not subject to probate. However, any California estate with additional assets worth more than $166,250 usually must complete a thorough inventory and...
A guide to special needs trust in California
A special needs trust is a legal entity in California that holds financial assets on behalf of a disabled person. Its main purpose is to put a barrier between the individual with special needs and the assets they inherit or receive so that they can remain eligible for...