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Tha Law Office of Mark Ruiz's Blog

How to Protect Your Estate from Creditors in California

Posted by Mark Ruiz | Jun 04, 2025 | 0 Comments

One of the most important considerations when planning your estate is how to protect it from creditors. Whether it's potential lawsuits, unpaid debts, or other financial obligations, safeguarding your assets is a crucial part of ensuring your wealth is passed down to your heirs. In California, th...

Can a Reverse Mortgage Impact Your Estate Plan?

Posted by Mark Ruiz | Mar 26, 2025 | 0 Comments

One of the most common questions I get from clients who are considering a reverse mortgage is whether it will impact their estate plan. A reverse mortgage can be an effective financial tool for retirees looking to supplement their income, but it is important to understand how it affects the legac...

California Living Trusts and International Assets

Posted by Mark Ruiz | Oct 14, 2024 | 0 Comments

As an estate planning attorney, many of my clients come to me to establish living trusts, particularly those with significant assets in California. Living trusts offer several benefits, including avoiding probate and providing a clear, efficient way to manage and distribute your estate. However, ...

The Importance of Routine Estate Plan Reviews and Updates

Posted by Mark Ruiz | Sep 16, 2024 | 0 Comments

Creating your estate plan is a big deal—it's a way to make sure your wishes are honored and your loved ones are taken care of after you're gone. But here's the thing: making that plan isn't a one-and-done deal. Just like you wouldn't let your car go without an oil change for years, you shouldn't ...

Estate Planning for Pet Owners in California

Posted by Mark Ruiz | Jan 02, 2024 | 1 Comment

As an Estate Planning attorney, I frequently have clients request that their pets be provided for in their Trust. As a proud owner of a Golden Doodle, I can relate to how pets truly are a part of the family.  Sometimes, people who are non pet owners can't quite relate but for animal lovers, I am ...

The Estate Planning Process Start to Finish

Posted by Mark Ruiz | Jan 18, 2023 | 0 Comments

I often have clients who are refferred to me for the purposes of Estate Planning and are curious about how the process works.  Many clients call my office about a Will or a Trust. Generally, the process involves an initial phone interview where I ask high level questions such as if the client is ...

Taxation of Estates and Inheritances: The Basics

Posted by Mark Ruiz | Sep 21, 2020 | 0 Comments

When people come to my office to create a Will or Living Trust they often ask me if when they pass away whether or not their Beneficiaries will have to pay any taxes on their inheritance.  I also get this question frequently from Beneficiaries.  The answer to this question generally depends on th...

What Happens if You Forget to Title Assets in a Trust?

Posted by Mark Ruiz | Aug 17, 2020 | 0 Comments

Often times when people come to my office to set up a Trust they ask me about what would happen if if they forget to title their house or car or bank account in their Trust.  This often happens in situations when people are in a rush to do their Trust. While most of the time I recommend that at t...

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