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Suze Orman or other form trusts MIGHT work ok

I got a new case recently where the person who died had a Suze Orman will and trust. Let’s just say, in legal terms, it’s all messed up! Before I go on let me make clear that Suze has a well deserved reputation as a financial guru. She has helped millions of people get their […]

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Mailing list removal for deceased

We lost my mom back in March of 2016 and I still get a lot of mail for her. My favorite is from AAA which says, on the envelope “WE WANT YOU BACK.” We get a chuckle, though a sad one, each time we receive that junk mail.  The mail continues.  Macy’s loves to send […]

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Big delays in California probate courts

Even if you have the best California probate attorney you can get a bad court date. In most cases there are two court dates given. One at the beginning when you file the Petition for Probate or Petition for Letters Testamentary or Petition for Letters of Administration. The second date is at the end of […]

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Why don’t attorneys return my call?

It has been said to me by many a client, “it is truly a breath of fresh air how fast you reply to emails and phone calls… thank you.” They often then say something like other attorneys don’t even call them back to schedule an initial appointment or call them back once they are the […]

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Stuff happens… so finish your estate plan

Every year it happens. Every year I get to the end of the year and am amazed that some people I met with months ago have not finished their estate plans yet. People who have had rough drafts mailed to them long ago. People who have been reminded that they should get it done.  People […]

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How to probate when a husband and wife die a year a part

I had a really interesting fact pattern today that I wanted to share. I got the perspective client’s permission to share but, of course, names are changed for privacy. Sadly Gina’s mom, Molly, died in December of 2015 and her dad, Donald, died in December of 2016. A crappy 12 months for Gina we can […]

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Medallion Guarantees and Stock Transfer agents

I have posted a few times on the importance of funding your trust. I have also posted about my inclination toward consolidation of assets. As stated you have to consider FDIC insurance, other insurance, taxes, etc… but in general I am a big proponent of consolidation. I also have mentioned that I feel holding stocks […]

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The Most Practical Estate Planning Blog Post EVER

After over 20 years as an estate planning attorney I feel pretty well qualified in giving people advice on estate planning matters. I have helped plan for death and I have helped clean up after death; hundreds and hundreds and hundreds of times. Also, this year, I have dealt with the clean up after my […]

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CONSOLIDATE YOUR ASSETS INTO YOUR TRUST

As you likely know, in the email world, to use ALL CAPS means that you are “yelling.”  Or, should I say, “YELLING!?”  So the title to this post could be construed as my YELLING and I am ok with that. For the entirety of my career I have encouraged clients to consolidate assets, put individual […]

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Lessons from mom on estate planning

It’s only been three weeks, to the day, since my mom died and I have a few thoughts on what I have learned in regard to her estate planning matters. Some things done right and things not done right. VICTORY: My mom named me as co-trustee on her trust almost 10 years ago when she […]

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