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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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Losing a loved one

We have all lost a loved one… or will eventually lose a loved one. Losing a loved one is hard there is no question. It is a sad reality of life though.  I lost my dad when I was 14. I remember it well of course.  My mom was a regular on the grief group […]

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Billable Hours – be careful!

I was talking to one of my probate clients yesterday and he told me a story about a bill he received from the attorney who drafted his mom’s will and trust which include some scary billable hours.  My client, who we will call Bob called the drafting attorney who we will call Tom.  Bob called […]

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Funding a bank account “in” to a California revocable living family trust

For 20 years I have been telling people how to “put” their bank accounts and other assets into their trusts.  Some things, like real estate, are pretty easy. We just prepare a deed, our client signs it, and we send it in for recording.  Clients who work with full service financial professionals also have it […]

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Another On-line Will Form Problem

Ouch. Of course attorneys can make mistakes too but in this case it was the use of an online document service (unnamed to protect the guilty) that messed up. Decedent, we will call Betty, signed a will a few months before dying. Betty asked unnamed online document service to write the will to give all […]

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Getting on with life and avoiding the family fights

I recently talked to a prospective client. His story made me think of one thing, though I didn’t tell him in these words, IT’S TIME TO SOLVE THIS AND GET ON WITH YOUR LIFE! His story was one I have heard countless times.  Siblings fighting.  It’s not always clear what exactly they are fighting about […]

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Probate House Saga and Mystery – Read at your own risk!

My post the other day with the totally destroyed house here in Sacramento reminded me of another probate house from a few years ago. This one involved an incredible mystery which I will try to get to in the coming days. However, for today I’ll just give you the basic overview and some pictures of […]

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Death and Dying

We have been dealing with a dying family member in my family recently.  Dealing with death every day I know the importance of organizing your affairs. However, seeing it up close reminds me of so many things you can do, before dying, to help your family. Here are a list of things. Thankfully in our […]

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