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- Category: Deed transfers
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- Category: Estate Administration
- Category: Estate Administration & Probate
- Category: estate plan
- Category: Estate Planning
- Category: Estate Tax
- Category: Executors & Fiduciaries
- Category: Guardianships & Conservatorships
- Category: Heirs & Beneficiaries
- Category: Inheritance Disputes
- Category: Inheritances
- Category: Landlord-tenant Issues
- Category: last will and testament
- Category: living will
- Category: Pooled charitable trust
- Category: power of attorney
- Category: probate
- Category: probate attorney
- Category: Probate Litigation
- Category: Retirement
- Category: trust
- Category: Trust Administration
- Category: Trustees
- Category: Trustees; Executors & Fiduciaries
- Category: Trusts
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- Trustees are personally liable
- Single beneficiary will inherit Carrie Fisher’s vast estate
- Include Letter of Instruction in Your Estate Plan
- The Conversation You Need to Have With Your Spouse About Retirement
- Same-Sex Married Couples Now Benefit From IRA Rule Change
- 10 Reasons to Delay Retirement
- Estate Planning: How to Talk to Elderly Parents About Money
- 5 Asset Protection Strategies to Preserve Your Wealth
- Undue Influence in Marriage Can Affect Estate Planning
- A Life Estate Lets You Pass on Your Home and Avoid Probate
- Philip Seymour Hoffman Will is a Cautionary Tale
- Take These Steps to Ensure Your Will Is Valid
- Can Changes Be Made to an Estate Plan After Death?
- How Estate Planning Saves Time and Money by Avoiding Probate
- Changes in Life and Law Dictate Trust Review
- How Long-Term Care Planning Can Go Wrong
- Retirement Planning: 5 Big Benefits of Increasing Your 401(k) Contributions
- How Family Loans Can Provide Lenders With Estate Planning Benefits
- How to Cut Taxes While Saving for Retirement
- What You Need to Know About Death and Taxes
- Top 5 New Year’s Resolutions for the Newly Retired
- Justifying Unequal Inheritances to Your Heirs
- 5 Retirement Planning Changes for 2014
- 4 Potential Perils of Joint Ownership of Assets
- Will You Be Held Responsible for Your Parents’ Care?
- Caring for Your Pet With a Pet Trust
- Estate Planning for Parents: 5 Considerations That Begin at Birth
- How to Discuss Estate Planning with Your Spouse
- Estate Executors: What to Do Immediately After Death
- How the Estate Planning Process Works in California
- Estate Planning Considerations for Parents
- How to Start Your 2014 Estate Planning
- 7 Ways Boomers Are Redefining Retirement
- AMA Report Says Doctors Behind in Retirement and Estate Planning
- 5 Steps to Help You Protect a Financial Windfall
- How to Take Control When Planning for Retirement
- Most Families Reluctant to Talk About Estate Planning
- IRS Issues New Retirement Plan Rules
- 5 Tax Tips for California Residents
- How to Protect an Inheritance from Taxation
- New Rule Allows $500 Rollover for Health Savings Accounts
- New Guides Outline Legal Duties of a Fiduciary
- How to Save Your Retirement From a Divorce
- How to Prevent Elder Financial Abuse
- 5 Money Mistakes That Could Come Back to Haunt You in Retirement
- 3 Tips for Estate Administrators on What to Do Immediately After a Death
- 7 Savvy Money Tips for 30-Somethings
- Advance Planning is Required To Take Control of Your Assets
- Make the Most of IRA Distributions
- How to Improve Your Chances of Retiring
- AARP Survey Shows Older Workers May Not Recover From Recession
- Six Tips for Designating a California Power of Attorney for Health Care
- 10 Things You Need to Know About Debts After Death, Part 2 of 2
- When Life is Messy, You Really Need an Estate Plan
- Trust or LLC? How to Protect Real Estate Assets
- Should You Retire That Mortgage Before You Retire?
- 10 Things You Need to Know About Debts After Death, Part 1 of 2
- Will Your Estate Plan Survive a Move?
- Tips for Managing Digital Assets
- Top 10 Things to Do When You Are Appointed Trustee of a Trust
- 5 Things That Can Invalidate Your Will
- 3 Steps to Help Minimize Taxes in Retirement
- How to Help Elderly Parents Keep Their Independence
- 3 Retirement Planning Things to Do Before You Reach 60
- Updated HIPAA Rules Protect Privacy
- 5 Tips to Prevent Family Feuds Over Personal Property
- If You Don’t Trust Your Kids with Money, You Need a Trust
- Teaching Kids About Money
- The Truth About Retirement Plans
- Federal Benefits Information Resources for Same Sex Couples
- Are Reverse Mortgages a Good Idea?
- Using Estate Planning to Protect Your Family
- 5 Retirement Planning Tips for Boomers
- Review Trustee Duties Before Making Your Choice
- Mistakes to Avoid When Naming Life Insurance Beneficiaries
- California Man’s Checking Account Has Fees Deducted Even After He Checked Out
- Role of the Prudent Investor Rule in Trust Administration
- A Gift That Keeps Giving: The Charitable Trust
- Are You The Parent Of An Orphan 401(k)?
- How Much Money Will You Need In Retirement?
- When to Change Your Will
- Why Estate Planning is for Everyone
- How to Avoid the Big Money Mistakes Couples Make
- How Good Estate Planning Keeps Peace in the Family
- 10 Things You Need to Know Before Retiring – Part 1 of 3
- 10 Things You Need to Know Before Retiring – Part 3 of 3
- 10 Things You Need to Know Before Retiring – Part 2 of 3
- Study Finds Boomer Widows Financially At Risk
- Reassess Estate Plans Before Remarriage
- How to Maximize Your Inherited IRA or 401(k)
- If You’re Retired, Avoid These Money Mistakes
- Supreme Court Decisions Mean Gay Couples Can Now Marry in California and Enjoy Federal Benefits
- How an Estate is Settled Without a Will
- The 4 Qualities You Want in an Estate Executor
- 4 Steps to Create a Living Will in California
- Boomers: 3 Reasons Why This Isn’t Your Parent’s Retirement
- How to Keep Your Estate Plan Relevant
- Why Women Need a Pre-Nuptial Agreement
- Trusts Play Important Role in Estate Planning for Widowers
- How Estate Planning Protects Unmarried Couples
- Top 10 List to Take to Your Irvine Estate Planning Attorney
- Is Probate Necessary in California If You Have a Will?
- 4 Key Factors That Will Influence Where You Will Retire
- End-of-Life Planning Guidelines
- 5 Key Benefits of a Trust
- Estate Planning for Young Families
- Top 10 Estate Planning Myths That Could Hurt Your Family, Part 1 of 2
- How Boomers Should Prepare for Retirement
- How Much Do You Need to Save for Retirement?
- Top 10 Estate Planning Myths That Could Hurt Your Family, Part 2 of 2
- How Estate Planning Helps Caregivers
- What You Can Do Right Now to Leave Your Family in Better Financial Shape
- Estate Planning for Female Entrepreneurs: 3 Steps to Take Now
- More Boomers Getting Cash-Strapped Parents Instead of an Inheritance
- How to Avoid Unintentionally Disinheriting Your Children
- How You Can Enhance Your 401(k) by Paying Attention to Age Milestones
- Orange County Probate Attorney Details What to Do When There’s a Death in the Family
- Orange County Estate Planning Attorney Explains Inheritance for Surviving Spouses
- Orange County Probate Attorney Details When Probate is Necessary in California
- Orange County Probate Lawyer Provides Tips for New Executors
- Orange County Estate Planning Attorney Lists Issues That Could Deplete Estate
- How to Help Family Members with Housing Costs
- How to Use Estate Planning to Provide for Parents
- The Five Phases of Retirement Planning
- 3 Important Estate Planning Documents That Keep You in Control
- Tips For Choosing A Beneficiary
- The People You Can And Cannot Disinherit
- Marry a Will with a Living Trust to Avoid California Probate
- Can A Divorce Kill Your Retirement?
- Retirement Planning Guidelines For Single Women
- Five Things Baby Boomers Need To Do Now To Prepare For Retirement
- Four Major Steps To Closing An Estate
- Choose A Revocable Living Trust To Leave Assets To Minor Children
- The Financial Impact of Remarriage in California
- How to Prepare a California Estate Plan
- Ask Your Parents These 6 Important Questions
- 5 Steps Boomers Can Take to Recover Financially
- 10 Estate Planning Resolutions for 2013, Part 1 of 2
- 10 Estate Planning Resolutions for 2013, Part 2 of 2
- What the Fiscal Cliff Deal Means for Most of Us
- Retirement Planning Guidelines For Gen X And Gen Y
- Tax Breaks Available For Supporting Parents
- How To Choose The Right Trustee Or Estate Executor
- 10 Things To Check For In An Estate Plan Review
- How To Avoid IRS Audit Red Flags
- Boomers Reinvent Retirement In College Towns
- What To Do About Gifting Remorse
- Changes To Retirement Benefits In 2013
- Six Tips For Boomers To Plan For The New Retirement
- IRS Announces 2013 Annual Inflation Adjustments
- Beneficiary Designation: The Importance of Getting It Right
- Incentive Trust Allows You To Pass On Assets and Values
- How Estate Planning Can Protect Unmarried Couples Living Together
- How to Protect Your Estate From a Child’s Divorce
- Equity Reduction Plan Helps Protect Real Estate and Business Assets
- 3 Questions to Ask Before You Become an Executor
- Asset Protection Tips for Boomers Facing Divorce
- Planning for What You Already Have: An Estate
- Best Time to Create an Estate Plan is Before It Is Needed
- 7 Smart Moves to Make Before You Retire
- If You Don’t Want to Delay Your Retirement, Plan Now
- 7 Critical Estate Planning Moves You Need to Make
- Gift Planning Strategies to Consider Now
- December a Great Month for Establishing a GRAT
- 5 Estate Planning Tips for Boomers
- Consider Saying “I Do” to Pre-Nuptial Agreement Before Remarriage
- IRS Increases 2013 Gift Tax Annual Exclusion to $14,000
- How to Avoid Probate with a Life Estate
- How to Use Trusts to Achieve a Special Purpose
- Baby Boomers Pioneering a Different Kind of Retirement
- Irvine Estate Planning Attorney Details Changes to Social Security in 2013
- 7 Mistakes New Retirees Need to Avoid
- Married Same-Sex Couples Advised to File Protective Tax Claims in Anticipation of DOMA Being Overturned
- How to Protect Elderly Parents From Financial Fraud
- Some Tax Cuts May Go, But Portability Likely to Stay
- How to Perform a Retirement Plan Tune-Up
- Lessons From Celebrity Estate Planning Mistakes, Part 2 of 2
- Avoid These 4 Common Estate Planning Mistakes
- Lessons From Celebrity Estate Planning Mistakes, Part 1 of 2
- Power of Attorney Designation Options
- How Estate Planning Can Help Fund Your Retirement
- California Estate Planning for Pet Owners
- Do You Think You’re Too Young for an Estate Plan?
- Are You Missing Out on Any of These Governmental Benefits for Seniors?
- Two Estate Tax Reduction Tools for Californians
- Avoid These 4 Costly Social Security Mistakes
- How to Plan for the One Tax Certainty in 2013: the 3.8% Medicare Surtax
- Estate Planning Strategies for Same-Sex Couples and Domestic Partners
- Consumer Reports Says Legal DIY Websites Won’t Work for Most
- Feds Docking Social Security Checks for Unpaid College Loans
- Irvine Estate Planning Attorney Explains Tax Benefits of a Charitable Trust
- Lucky Dog Inherits Estate From Wealthy Owner
- What Happens to Credit Card Debt After Death?
- Top 5 Estate Planning Tips for the Newly Divorced
- Plan Now to Save Taxes in 2012 and 2013
- Does Your Power of Attorney Comply With Federal Privacy Law?
- How to Protect Your Estate Planning Documents
- 5 Estate Planning Mistakes You Need to Avoid
- Tips for Designating a California Power of Attorney for Health Care
- 10 Good Reasons to Create an Estate Plan
- 7 Reasons to Change Your California Will
- Estate Planning Strategies for the Single Boomer
- Why Avoiding Probate in California is a Good idea
- How to Avoid Mistakes with Your California Will (Part 1 of 2)
- The Fundamental Building Blocks of a California Estate Plan
- Top 10 Considerations in Drafting a California Will
- Tips for Minimizing the Chances of a Will Contest
- Two Conversations You Need to Have With Elderly Parents
- Top 5 Reasons You Need Help To Draft a California Will
- How to Use Estate Planning to Keep Peace in the Family
- Who is Responsible for Paying Debts After Death in California?
- Irvine Estate Planning Lawyer Explains Rules for Inherited IRAs
- Organ Donors Need to Indicate Wishes in California Estate Plans
- How to Tell if You Need a California Estate Plan
- Treatment of Children in Estate Planning: Sometimes Inequality is Best
- Three Recent Court Rulings May Mean the End of DOMA
- What to Do to Ensure Your Trustee is Trustworthy
- Irvine Estate Planning Attorney Explains Why Probate Takes So Long
- How an Estate Planning Attorney Can Help Executors Administer Estates
- Orange County Estate Planning for Your Digital Afterlife
- Should You Entrust Your Retirement Accounts to a Trust?
- U.S. Supreme Court Rules Posthumously Conceived Children’s Inheritance Rights Rest With State Laws
- How Divorcing Baby Boomers Can Protect Assets
- Making Any of These 5 Common IRA Mistakes Can Cost You Plenty
- What to Avoid Following the Death of a Spouse
- Inheritance Disparity Can Have Unintended Consequences
- How to Use Will Substitutes to Transfer Property Outside Probate
- Orange County Estate Planning Attorney Details Requirements for a Valid California Will
- How Many California Estate Planners Does a Married Couple Need?
- How to Create a Care Plan for Pets After You’re Gone
- Who is Responsible for a Deceased Relative’s Debts?
- Avoid California Probate with Proper Succession Planning
- Death of Mike Wallace Highlights Importance of Planning for Dementia
- Orange County Estate Planning Attorney Notes Role of Letter of Instruction
- Orange County Probate Lawyer Details Ways to Avoid California Probate
- Orange County Estate Planning Attorney Shares Tips on Naming Beneficiaries
- Orange County Estate Planning Attorney Details Components of a California Estate Plan
- 2 Pros Every Baby Boomer Needs to Create an Effective Estate Plan
- How Trusts Can Protect Assets from a Divorce
- Boomers Shouldn’t Feel Too Young…for an Estate Plan
- How Gifting Assets Can Help Families and Save on Taxes
- Consumer Reports Checklist: What to Do When a Loved One Dies
- Orange County Probate Attorney Lists Benefits of Avoiding California Probate
- Category: Will
- Category: Will Execution