My goal, in working with you on your estate plan, is to make things easy and stress free, and of course affordable. 2. The fear that it will be expensive and agonizing because who likes dealing with lawyers. I pride myself on being down-to-earth, being that attorney that people actually like, while still being very knowledgeable about trust and estate law.
I am committed to helping people understand all of the legalese that can come into play when trusts, wills, and estate planning are discussed. Every client is treated with patience, care and compassion. I've been a practicing attorney since 1997 and learned the legal system from the ground level. I began my career as an assistant and worked my way up to an estate-planning attorney with my own practice.
My areas of expertise include trust and estate planning, asset protection, business formation, trust administration, and probate. I am an animal and nature lover. I can be found running with my dog or spending time with my horse, which drove me to add an additional specialty to my practice; specializing in trust and estate planning for clients with animals.
I am committed to helping people understand all of the legalese that can come into play when trusts, wills, and estate planning are discussed. Every client is treated with patience, care and compassion. I've been a practicing attorney since 1997 and learned the legal system from the ground level. I began my career as an assistant and worked my way up to an estate-planning attorney with my own practice.
My areas of expertise include trust and estate planning, asset protection, business formation, trust administration, and probate. I am an animal and nature lover. I can be found running with my dog or spending time with my horse, which drove me to add an additional specialty to my practice; specializing in trust and estate planning for clients with animals.
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Generally, if you die without a will, trust, or other provision for the distribution of your money and property, that money and property will be distributed according to California law.
This is a complicated process (called probate), can take months, and sometimes years, but essentially the state will determine who gets the property based on their relationship to you.
Your estate is all the property that you own.
It can include cash, clothes, jewelry, cars, houses, land, retirement, investment and savings accounts, etc.
This is a complicated process (called probate), can take months, and sometimes years, but essentially the state will determine who gets the property based on their relationship to you.
Your estate is all the property that you own.
It can include cash, clothes, jewelry, cars, houses, land, retirement, investment and savings accounts, etc.
Why should you know all about living trusts?
Whether we like it or not, we all have to face the fact that at some point in our lives, we will pass away.
As parents, grandparents, matriarchs, patriarchs, and breadwinners of our families, we need to make sure that we have a plan for the future of our family when that time comes.
However, this is something we all dread and put off.
No one wants to think and talk about dying.
And worse yet, estate plans, wills, etc, usually involve working with a lawyer, and we pretty much all dread this as well, because it is costly and hard to understand what they are saying or put in documents.
Whether we like it or not, we all have to face the fact that at some point in our lives, we will pass away.
As parents, grandparents, matriarchs, patriarchs, and breadwinners of our families, we need to make sure that we have a plan for the future of our family when that time comes.
However, this is something we all dread and put off.
No one wants to think and talk about dying.
And worse yet, estate plans, wills, etc, usually involve working with a lawyer, and we pretty much all dread this as well, because it is costly and hard to understand what they are saying or put in documents.
A power of attorney (POA) is a document wherein one person (called the principal) gives another person (usually called the agent) the legal authority or power to make decisions for and act on behalf of the principal.
The most common purpose for a power of attorney is for the management of the principal's assets and other financial and business matters in case of specific circumstances.
With a power of attorney, the legal title to the assets being managed by the agent will still remain with the principal.
The most common purpose for a power of attorney is for the management of the principal's assets and other financial and business matters in case of specific circumstances.
With a power of attorney, the legal title to the assets being managed by the agent will still remain with the principal.
Talk about an advance healthcare directive and most people will tend to think that it's just done when one reaches old age.
When you're healthy and at the prime of your life, thinking about medical care is the farthest thing from your mind.
But life is full of surprises and in a blink of an eye, a medical crisis can leave you too ill to make your own health care decisions.
The following article explains important points on Advance Healthcare Directives.
This will help you understand why you need to take this important step to making sure you receive the medical care you desire should you be left unable to speak for yourself, leaving family members and doctors to make the decisions for you.
When you're healthy and at the prime of your life, thinking about medical care is the farthest thing from your mind.
But life is full of surprises and in a blink of an eye, a medical crisis can leave you too ill to make your own health care decisions.
The following article explains important points on Advance Healthcare Directives.
This will help you understand why you need to take this important step to making sure you receive the medical care you desire should you be left unable to speak for yourself, leaving family members and doctors to make the decisions for you.
A pour-over will is a legal document ensuring that a given individual's remaining assets will automatically transfer to an already established trust at the time of their death.
But why is this necessary?
What is a Will?
A will is a legal document used to direct how your property will be divided when you die.
Without a will, your property is divided according to California's rules of intestate succession, which might be different from how you would like to divide it.
However, in order to be effective, a will must be admitted to probate, which can be both an expensive and time consuming process.
But why is this necessary?
What is a Will?
A will is a legal document used to direct how your property will be divided when you die.
Without a will, your property is divided according to California's rules of intestate succession, which might be different from how you would like to divide it.
However, in order to be effective, a will must be admitted to probate, which can be both an expensive and time consuming process.
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