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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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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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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...
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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...
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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....
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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...
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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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Key Components of Estate Planning and Their Costs in California
Here’s a look at the most common elements of estate planning and what each may cost: 1. Will A will is a foundational document that...
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How Survivorship Life Insurance Policies Can Help with Estate Planning
Estate planning involves a variety of strategies to protect and transfer wealth to loved ones, and one often-overlooked tool is...
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How to Start Conversations About Estate Planning with Your Loved Ones
Discussing estate planning with family members can feel uncomfortable, even daunting. Conversations about wills, trusts, and end-of-life...
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Your California Estate Planning Checklist: Safeguarding Assets and Loved Ones
Estate planning is essential for protecting your assets, ensuring your wishes are honored, and providing for your loved ones in the...
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