BLOG

International Wills

I have been practicing law since 1994. I have been extremely focused on the areas of estate and probate law during that time.  Through those years I have a number of clients who have property in other countries. Usually we agree that they will talk with an attorney in the other country.  As you might […]

Read More

The Dangers of Do-it-Yourself Wills

I often tell people that it MIGHT work out fine if they do their own will. Of course it might not. I like to tell people that we’ll find out after they die! Well, a recent Florida case emphasizes this sentiment.  The Supreme Court of Florida recently heard the case of James Michael Aldrich v. […]

Read More

How to properly witness a legalzoom will

I met with a client this week who proudly showed me her old will. It was a fine legal document. It left her assets to her husband and then her kids. It set up a guardian for the kids. It named an executor. It was a fine will. As she pointed out there was a […]

Read More

Revoking a Will in California

There are several ways to revoke a will in California. It’s extremely important that these methods are carefully followed as failure to revoke a will properly means the old will is stiff in effect! 1) WRITE A NEW WILL. It’s really simple to write a new will and in that will state “I revoke all […]

Read More

Lost Will in California Probate

Unfortunately a lot of people misplace their will, and/or trust, before they die.  They know it’s important and thus hire a California estate planning attorney to draft the necessary documents.  After they sign their documents their lawyer often gives them the original to put in a safe place. Then what…. Well, that’s the $64,000 question […]

Read More

Beneficiary Designations in Estate Planning

I just prepared wills for a young couple this week.  They have young children they want to protect.  They have modest IRAs, 401ks and life insurance.  However, they just can’t afford the expense of a living trust right now.  By preparing wills with “testamentary trusts” we have created an excellent estate plan that will protect […]

Read More

The Simplest Will

A simple will, or last will and testament, can really be simple.  It can distribute your personal property, real property, name a guardian for your minor children, name an executor for your estate and mention your last wishes for cremation or burial.  Everybody who has anything should have a will at least! You are running […]

Read More

Personal Property Distribution After Death

When you do an estate plan you often think of your house, your stocks, your bonds, your timeshare, your IRA, but what about your jewelry, your family photos, your furniture, and all of that?  In my experience these are the things that cause problems after death!  Make sure you identify this in your estate plan. […]

Read More

Basic Estate Planning

I have heard clients say they don’t need estate planning because they don’t have an estate. This may be true.  A lot of people do not own real estate, do not have stocks and bonds, and maybe don’t even have a bank account. However, do you have a collection of small record albums you want […]

Read More

Will AND Trust

Clients always ask which is right for them, a will or a trust.  In California the answer is generally BOTH! The centerpiece of an estate plan is one of three choices: 1) DO NOTHING – Use the state sponsored plan… if you dare!  The state plan generally distributes assets to next of kin and/or your […]

Read More
Call Us Today