Category: 2023

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 particularly

Whistleblower laws play a crucial role in protecting individuals who report illegal activities or misconduct within their organizations. In California, these laws provide essential safeguards for employees, ensuring their rights

Under California probate laws, a person may use what is commonly called a “personal property memorandum” to direct disposal of smaller personal items and assets after passing. See California Probate

In legal terms, California “probate” identifies a legal process of evaluating and distributing a person’s assets after they have died. After a person dies, their assets and possession become an

An excellent California Last Will and Testament (“Will”) is one that is drafted by experienced California estate planning attorneys. A California Will can be deemed “excellent” if it contains language

Creating a comprehensive California Estate Plan is generally wise and also a kind act to do for those loved ones that you leave behind. Death can be tragic and emotionally

When it comes to retirement accounts, the good news is that, if properly set up, they generally do not need to go through probate in California. The key lies in