Posts Categorized: Probate

Out with old and in with the new

Dec 11, 2012 / By: Heather Russell

Category: Estate Planning, Living Trust, Probate, Seminar, Seminars

I don’t know about you, but I have had enough of 2012. I just know that 2013 is going to be great year for me, and hopefully it is for you as well. As we...

What happens to your stuff when you die?

Mar 20, 2012 / By: Amanda Maggi, Esq.

Category: Assets, Probate

Well, the answer depends on whether or not you have taken steps to write your wishes down in a will or trust, or do any other advanced planning. Many of us intend to one day...

ESTATE PLANNING AND SAME-SEX MARRIAGE . . . . OR IS IT?

Aug 29, 2011 / By: Lisa Kajani, Attorney at Law

Category: Beneficiary Designated Accounts, intestate, Probate, same sex marriage

Had Thomas simply designated a trust, or in the alternative, Nikki and/or his children as the beneficiaries of any policies, this lawsuit would never have been filed.

Unconventional Will Distributions

Jun 2, 2011 / By: Kim Thomas, paralegal

Category: beneficiary, Estate Planning, executor, Last Will and Testament, Probate

It is a misconception that a Last Will is only needed by people who own real property or who have a sizeable estate. Today, it is necessary for everyone to leave a Last Will...

Will your stuff go to who you want when you die?

May 16, 2011 / By: Amanda Maggi, Esq.

Category: beneficiary, Consultation, decedent, Estate Planning, Living Trust, Probate, Revocable Trust, Royal Wedding, Will

Just a couple weeks ago over 2 billion people all over the world watched the Royal wedding. And it got me thinking. Weddings, new births, and divorces are all big life changing events,...

Keeping your home titled in your trust

Apr 26, 2011 / By: Patricia Urban, Trust Administration Paralegal

Category: Assets, Estate Planning, Financial Institutions, funding, Probate, Real Property, Refinancing

Your home really is your ‘castle’ as it’s one of your most important investments. Your home can be your biggest investment, especially in California, and as such, needs to be titled in your trust.

Is a trustee free to do whatever they want?

Apr 12, 2011 / By: Amanda Maggi, Esq.

Category: Estate Planning, Irrevocable Trust, Living Trust, Probate, Revocable Trust, Trustee, Trustor

Is a trustee free to do whatever they want? For instance, can trustees make changes to a trust? I was recently asked these questions by a family member and I think it is worth explaining...

When will does the “reading of the will” take place?

Mar 22, 2011 / By: Amanda Maggi, Esq.

Category: beneficiary, Last Will and Testament, Probate, Reading of the will, Will

Once located, the document itself provides some direction regarding the next steps. A valid will appoints an executor and a trust lists successor trustee(s) to administer the estate/trust. Whoever is listed in the...

Lots and Out of State Property Belong in your Living Trust Too

Mar 3, 2011 / By: Kim Thomas, paralegal

Category: Assets, Estate Planning, funding, Living Trust, Probate, Real Property

The process of petitioning the court, especially a court outside of California, will surely expend unnecessary funds and be inconvenient for your successor trustees. Make sure all real property in California and outside are titled...

WHAT DO I DO WITH THIS GUN????

Feb 24, 2011 / By: Lisa Kajani, Attorney at Law

Category: Assets, decedent, Estate Planning, Probate, Trust Administration

If you are the trustee of your loved one’s estate, and you come across a gun which you believe to be unregistered, there is no need to panic. The first thing to do is...

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