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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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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....


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...


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...


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...


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...


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...


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...


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...


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...


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...


How to Protect Your Assets from a Lawsuit or Creditors (California Edition)
No matter how financially responsible you are, life can throw unexpected curveballs—lawsuits, medical bills, business disputes, or...


Asset Protection in California: DAPT vs. LLC – What’s the Difference?
When it comes to protecting your assets from lawsuits or creditors in California, two of the most talked-about strategies are Domestic...


Top 10 Estate Planning Mistakes Californians Make and How to Fix Them
Estate planning is a crucial process to ensure that your assets are managed and distributed according to your wishes after your passing....


What is a California Life Estate?
A life estate is a unique type of property ownership that allows an individual (the life tenant ) to retain the right to use and live in...


Famous Celebrities Who Died Without an Estate Plan
Estate planning is crucial for ensuring that one’s assets are distributed according to personal wishes and that potential legal disputes...
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