In California Estate Planning, both for Last Wills and Testaments (“Wills”) and for Trusts, there is a need for “residuary clauses.” Indeed, it is best said that Wills and Trusts

Yes. Very likely, the old version of your Last Will and Testament (“Will”) contained provisions that gave certain assets to your ex-spouse. Typically, the provisions in your old Will are

When preparing for your California Estate Planning, you are urged to avoid overlooking one aspect of your finances and financial architecture, which is various automatic and automated accounts. One common

To many people, California living revocable trusts may sound confusing, too technical, and overly complicated to be worth the bother. But, in truth, living revocable trusts are simple, and with

If you are burdened with Sallie Mae student loans, you may be able to have your loans discharged in bankruptcy. Note that in 2014, Sallie Mae created a new company

A California Living Trust is an invaluable California estate planning tool that should be part of your estate plans. This is particularly true for high-income or high-net-worth individuals and couples

Everyone has a digital presence, even if they are not social media influencers, Instagram stars, or have vast YouTube followings. The digital presence of most people is mundane and involves

When you’ve worked hard to build a financial nest egg, it’s natural to wonder what will happen to your bank accounts once you’re no longer around. In California, the fate

  California estate planning is a vital endeavor, not exclusive to the elderly or the wealthy. By initiating this process early in your career and life, estate planning strategies will

  If you want to give assets and property to a charitable institution as part of your estate planning, you should consider charitable trusts. Charitable trusts are designed to be