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Searching for lost assets in California

In many of my California probate cases there are lost assets… or at least my client thinks there are lost assets. How do you track them down?  There are different ways but I am going to tell you about a real case I am working on right now. When a person dies I advise my […]

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Royalties and Estate Planning

I am sitting at my desk on this lovely Saturday morning which is not my norm. With nobody else here I have Pandora playing in the background. It got me thinking have these artists connected their royalties to their living trusts? Hey, when you do estate planning for a living everything gets back to probate […]

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Divorce and Life Insurance in California

I was contacted today by a client whose father just died. It was a painful death and, even more sad, he is probably now rolling over in his grave to learn what I am typing. He never changed the beneficiary on his life insurance policy and it goes to… his ex-wife. Ughhhh. I am happy […]

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Professional Fiduciaries

Last week I had a professional fiduciary named as Administrator in one of my probate cases here at the Sacramento county probate Court.  Professional fiduciaries are a great choice to serve as administrator when there is fighting, or potential fighting, between family members. They are licensed by the state and can be bonded. In fact, there is […]

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Sign Your Estate Planning Documents

I have two clients coming in this afternoon… hopefully I might add… to sign their estate plans. In both instances it has been over a year since we first met. Life is busy we all know but, in the end, there is no good excuse for not getting your estate plan done. In both cases […]

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The Perfect Estate Plan

“I am not quite ready to sign my estate plan becuase… [insert excuse here].” I hear this almost every day. The problem is there is NEVER a perfect time to do your estate plan nor is there ever a perfect estate plan. There are good times and bad times but there is NO perfect time! Likewise […]

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Can’t I just give the house back to the bank?

Talk about a loaded question!  Just the other day I was talking to a client, in a probate case, and she asked this question of me. It really is a loaded question though.  YES, you “can” just give it back BUT…. Let me start by saying there is simply no one size fits all answer […]

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I have no family what do I do….

I wasn’t sure what to write about today.  To come up with an inspiration I just looked at my calendar to see what clients I have met with this week. Just yesterday’s clients gave me 3 good ideas. I am going to tell you about my meeting with a man we will call Tom.  Of […]

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Remote Control

You live nowhere near Sacramento but you have a legal issue here. How would that work?  Some common reasons people, who live elsewhere, hire us to do legal work are: 1) mom/dad/relative/friend died in the Sacramento area and you need a probate attorney here to handle that for you and 2) your mom/dad/relative/friend lives here and […]

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Trust v. Trust

I met with some giddy newlyweds last week.  They were about 70 years old and really they define the word GIDDY!  As the kids would say, “OMG!”  We met to discuss their estate planning needs. Though not worth millions they do have assets that they have worked hard to gather.  Also, they each have kids […]

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