Disinheriting means excluding a family member from receiving anything from your estate. And it’s important you do it correctly.

The cost of probate in California is based on the gross assets of the person who died.

In general, you should review your estate plan every 3-5 years to make sure it’s still working for you!

In general, the recipient of your assets doesn’t have to pay taxes, but let’s explain how taxes and estate planning work together.

Putting assets into the trust is a critical step to making sure your loved ones avoid probate court.

Terminology used in estate planning can be confusing. Here’s a summary of important terms to know.

Everyone over 18 years old needs some form of an estate plan in California.

Probate court takes 18-24 months usually because of the steps that need to be taken and the court hearing schedule.

The first, and most important thing you need to do when someone dies is grieve.

Guest post: An end-of-life doula can help someone who is dying and the family members of the person dying; learn more about what it means to be an end of life doula.

Finding an attorney can be intimidating; but the right attorney shouldn’t intimidate you! Especially not when it comes to estate planning.

Every adult in California needs some kind of estate plan!

Estate planning is about planning for your family — and for making sure that you, and they, are cared for at a time of incapacity or at the time of death. Estate planning can involve a will, trust, power of attorney, healthcare directive, or other documents.

Estate Planning With Minor Children is currently being offered several times in January and February 2024 via Zoom. RSVP for the zoom link.

Estate Planning 101 is currently being offered several times in January and February 2024 via Zoom. RSVP for the zoom link.

You can update your estate plan as much or as little as you want while you’re alive; generally, you should review your estate plan every 3-5 years to make sure it still does what you want it to do.

How to minimize taxes in California generally involves planning for several types of taxes, including estate taxes, gift taxes, capital gains taxes, and property taxes.

If you die without a will in California, then the state decides who gets your stuff and things. There’s an order of preference depending on who survives you, but it can take a long time to get there!

The advance healthcare directive has two parts: the healthcare power of attorney and the instructions for wishes regarding treatment and care.

When a house is sold after someone dies, there can be capital gains taxes and/or property taxes depending on the circumstances.