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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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Does the Deed of Trust Show Ownership of a Property?
When dealing with real estate—whether buying, inheriting, or transferring—it’s essential to understand what legal documents actually...
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Can There Be Two or More Trustees for My California Living Trust?
When setting up a living trust in California, one of the most important decisions you’ll make is choosing a trustee —the person (or...
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How Much Does a Codicil Cost in California?
If you’ve already created a will in California but need to make changes, you may be wondering: Do I need a brand-new will, or can I use a...
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Will Your California Living Will Be Effective?
When planning for the future, most Californians are familiar with wills and trusts, but fewer give proper attention to their living will...
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Planning for a Disabled Heir in California: What Families Need to Know
When it comes to estate planning, one of the most delicate and important considerations is how to provide for a disabled child or heir....
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How Your Estate Plan Can Help Prevent Elder Exploitation
Elder exploitation is a growing problem in California and across the nation, with scammers, caregivers, and even family members taking...
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What Is a Grantee Beneficiary in California?
Grantee Beneficiary of a Home When transferring real estate in California—especially as part of estate or trust planning—you might come...
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Safe Storage for Your Estate Planning Documents. Why it matters.
The recent wildfires in Los Angeles County have devastated countless homes, destroying not only personal belongings but also critical...
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How to Handle Digital Assets and Passwords in a California
Estate planning isn’t just about bank accounts and real estate anymore. In today’s digital age, online accounts, passwords,...
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Bank Accounts, Trusts, or TOD? Choosing the Right Strategy to Avoid Probate in California
Probate in California can be time-consuming, expensive, and public. Many people want to ensure that their loved ones can access funds or...
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Do Bank Accounts With Beneficiaries Have to Go Through Probate?
When a loved one passes away, one of the first financial concerns for their family is gaining access to their bank accounts. The question...
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POD Accounts vs. Trusts vs. Joint Accounts: What’s Best to Avoid Probate in California?
When it comes to avoiding probate in California, not all assets are created equal. Some account types and ownership structures allow...
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What Assets Are Exempt from Probate in California?
When someone passes away in California, their estate may need to go through probate—a court-supervised process of distributing assets to...
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What Is a Grantor Trust? Understanding This Key Estate Planning Tool
When creating an estate plan, one of the most powerful and flexible tools available is the grantor trust . Whether you're looking to...
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How to Avoid Sibling Disputes in Estate Planning (California Edition)
Sibling disputes over inheritance can tear families apart, often years after a loved one passes away. These conflicts are not just...
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