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, ...

In estate planning, ensuring assets are properly titled to avoid probate is critical. One of the tools that can help achieve this goal is the "Heggstad Petition," a procedure that has become indispensable in California. I am fortunate to have had the opportunity to work with the attorney who inve...

In the realm of estate planning, Californians are increasingly recognizing the importance of securing their financial and healthcare decisions for the future. One crucial component that plays a significant role in this process is the Durable Power of Attorney (DPOA). In this blog post, we will ex...

As an Estate Planning Attorney, I am frequently contacted by people who have recently lost a love one who did not have a Will or Trust in place. In fact, according to the Center for Retirement Research at Boston College, a substantial percentage of Americans over the age of 70 years of age-37 per...

Over the years, I have received inquiries from people who have had a spouse pass away and needed property which was the separate property to be transferred to them.  For instance, imagine the deceased spouse inherited property and the property was titled only in the name of the deceased spouse.  ...