Resources

Can You Modify an Irrevocable Trust? Exceptions and Legal Options

May 15, 2025

Irrevocable trusts are designed to stay in place once created, yet California law offers certain ways to alter or end…

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Trustee vs. Beneficiary: Understanding Their Roles in Estate Planning

May 10, 2025

Trusts can bring order and clarity to estate planning by laying out how your assets should be cared for and…

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Certificate of Trust vs. Trust Agreement: What’s the Difference?

May 2, 2025

Estate planning can feel overwhelming, especially when it comes to understanding important documents like a Certificate of Trust and a…

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Do I Need a Lawyer to Set Up a Trust in California? Here’s What to Consider

April 22, 2025

Have you ever thought about how a trust might keep your assets out of probate and make life simpler for…

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Estate Planning for Business Owners: Protecting Your Legacy

April 18, 2025

Running a business in California means juggling a lot—and it’s easy to put estate planning at the bottom of the…

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Who Owns the Property in an Irrevocable Trust in California?

April 15, 2025

Have you ever questioned who holds the official title when a house or investment asset is placed into an irrevocable…

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California Probate Process Explained: Timelines and Steps

April 8, 2025

Handling the probate process in California can seem daunting when you face court deadlines, formal protocols, and legal documents all…

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When Should You Hire a Probate Attorney in California?

April 1, 2025

Handling a deceased loved one’s possessions can feel stressful, especially when the legal system steps in to verify wills and…

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What Are The Common Mistakes to Avoid During Probate Administration?

March 28, 2025

Probate in California comes with a set of legal steps, and even minor missteps can cause unnecessary delays, additional costs,…

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Essential Documents You Need to Start Probate Administration in California

March 21, 2025

Losing a loved one is difficult, and handling their estate can feel overwhelming.  Probate is the legal process of distributing…

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