Writing My Own Will: Should I Do It?

There are many tools out there marketed as effective and even easier than working with a lawyer. But given the broad reach of your estate planning will, it’s a good idea to make sure that you fully understand what’s required in California and all the ins and outs of what it takes for a will… Read More »

I Just Moved to California: Do I Need a Will?

If you’re the type of family that moves often or has recently moved to be closer to relatives or to retire, it’s important to think about all the ways that your move could influence your estate planning. In addition to updating your address and beneficiary forms on file with your life insurance policy, you might… Read More »

What is California’s Intestate Succession Process?

If you don’t have a will in California and you pass away, your estate will become subject to intestate succession. This means that the State of California has predetermined rules about what should happen to the assets inside the estate. If you had specific wishes but never articulated them within a will, your wishes might… Read More »

Can a Person Ever Disclaim an Inheritance?

While most people would be happy to receive news of an inheritance, there are certain times when a person receives property through a trust, through intestate succession, or through a will does not wish to receive this property. If a person stands to inherit property but does not want to formally receive it, either from… Read More »

How Can I Create a Trust in California?

Certain legal requirements must be met in order for a trust to be viewed as legally valid in the state of California. This is outlined under California probate section 15200. A trust can be created by a number of different methods. Deciding which of these methods is most appropriate to you can be accomplished by… Read More »

7 Simple Estate Planning Steps to Check Off in 2020

Had “make estate plan” on your New Year’s resolutions for years now and never quite made it happen? Here’s the good news- you can break estate planning down into seven simple steps and work on one at a time. Work through these and meet with a Pasadena law firm for estate planning and you’ll have… Read More »

What Are Trust Restatements and Amendments?

With a revocable trust, there’s always the possibility that you want to change things in the future. Changes in your individual life might prompt you to make updates to your original living trust. You might also want to have your trust reviewed by a Pasadena estate planning lawyer if it’s been a few years since… Read More »

What is Medi-Cal Estate Recovery?

If you plan to make an application for Medicaid benefits in California, you need to understand how Medi-Cal works. These laws and rules are very complicated and what seems like a minor mistake could be catastrophic in relation to a Medicaid application. With the right professional team of advisors, such as an elder law attorney… Read More »

When is a Medicaid Issue a Medicaid Crisis?

Advanced planning can help you avoid many of the potential downfalls with a Medicaid problem, but you can still benefit from meeting with a Pasadena elder law attorney when you need urgent help with Medicaid. A Medicaid crisis strategy applies when a single person needs to enter a nursing home for the purposes of receiving… Read More »

Don’t Miss These Succession Planning Basics

Every business owner has to consider succession planning options. While it might initially seem overwhelming to approach this on your own, the good news is that you don’t have to do it by yourself. Succession plans should always be written with the assistance of attorneys and accountants because this will minimize the chances of problems… Read More »

Does A Millennial Really Need Estate Planning?

Millennials might be more likely to travel and seek out the digital nomad lifestyle, but it can be a big mistake to do this without thinking about the possible estate planning complications. Even those in traditional jobs should sit down with a lawyer to discuss tools for younger people with the intention of updating these… Read More »