Revocable Living Trust

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

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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.

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

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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.

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

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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.

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Top 7 Reasons Why Every Californian Should Have an Estate Plan

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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.

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

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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.

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Alternatives to Probate in California

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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.

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How to Protect Your Assets from Creditors with Estate Planning

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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.

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Estate Planning is Cheaper Than You Think

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Estate Planning is Cheaper Than You Think

The cost of an estate plan is much lower than you think. Being a California resident, you likely know that it takes little more than a house with a mortgage and a checking account to to approach an estate value at more than $500,000.

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What Type of Estate Plan is Best for You?

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What Type of Estate Plan is Best for You?

You have worked hard for your money and carefully managed your assets. So it makes sense that you want to find the right balance to maximize control and protection of your assets upon your death. Even if you think you don’t, everyone has an estate and it is important to choose the proper planning mechanism to ensure your assets are distributed according to your wishes in an effective and efficient manner.