, ,

Unfunded Trust Assets in California: What Happens When Property Is Left Out of a Trust?

, ,
Unfunded Trust Assets in California: What Happens When Property Is Left Out of a Trust?

Heggstad petitions can save California families many tens of thousands of dollars. It is important to have an experienced Heggstad attorney help you understand how your unfunded trust may be a candidate.

, ,

Special Needs Trust Estate Planning in California: Why It's Important

, ,
Special Needs Trust Estate Planning in California: Why It's Important

With a special needs trust, you can be sure your loved one is in good hands. This article discusses some of the top reasons to set up a special needs trust, and touches on how to set one up in California.

, , ,

What Is a Heggstad Petition and How Does It Help Avoid Probate in California?

, , ,
What Is a Heggstad Petition and How Does It Help Avoid Probate in California?

Heggstad petitions allow parties to avoid probate for non-trust assets. It is important to have an experienced Heggstad attorney help you understand how a Heggstad petition can help you save time and money.

, ,

Top 7 Reasons Why Every Californian Should Have an Estate Plan

, ,
Top 7 Reasons Why Every Californian Should Have an Estate Plan

Estate planning in California is a great way to avoid probate and save on taxes. An estate plan can also help your protect your assets, maintain privacy, provide for loved ones with special needs and more.

, ,

The Costs of Probate in California vs. Trust Set Up and Administration

, ,
The Costs of Probate in California vs. Trust Set Up and Administration

In this blog post, we will explore the costs of probate in California and compare them to the costs of trust set up and trust administration.

, ,

Alternatives to Probate in California

, ,
Alternatives to Probate in California

Without a trust, probate is inevitable in California. That said, there are some probate alternatives. These alternatives to probate, if available, can transfer property in a decedent’s estate quicker and cheaper than a full, formal probate.

, , , ,

We Want to Keep Your Estate Planning Fees Low

, , , ,
We Want to Keep Your Estate Planning Fees Low

Estate planning is often put on the back-burner. Sometimes people never get around to it. However, planning ahead is important because doing so can save you thousands and thousands of dollars.

, , , ,

Delaware or California: Choosing a Jurisdiction for Formation

, , , ,
Delaware or California: Choosing a Jurisdiction for Formation

If you're thinking about forming a limited liability company or you have already done so, you likely have asked yourself, "Should I form my limited liability company in Delaware or California?" The answer to this question is almost always "it depends," but understanding the basics of the analysis is helpful.

, ,

How to Protect Your Assets from Creditors with Estate Planning

, ,
How to Protect Your Assets from Creditors with Estate Planning

What is asset protection and how can it protect me and my beneficiaries from the claims of creditors? Put simply, asset protection is positioning your property in such a way so it is not subject to the claims of plaintiffs in lawsuits.