Blog
When Capacity Becomes the Real Question
A Concern That Grows More Common With Age Family members increasingly raise questions about a loved one’s mental capacity when reviewing estate planning documents signed ...
Proposition 19 and Inherited Family Homes
Leaving a family home to a child no longer carries the broad property tax protection it once did. Proposition 19 narrowed the parent-child exclusion, and ...
How California Settlors Revoke or Amend
A revocable trust gives its creator room to change course, but only when the change follows the right method. California’s Probate Code sets default rules ...
What a Trustee Must Do Almost Immediately
A Role That Comes With Immediate Legal Obligations Becoming a successor trustee after a loved one’s death carries specific legal responsibilities that begin almost immediately, ...
Fixing Property Left Out of a Living Trust
A family can sign a living trust and never move the house into it. When the owner dies, the deed still shows the owner’s name, ...
Why Half of What You Own Is Spoken For
A Rule That Changes How Married Couples Must Plan California is one of a genuinely small number of states that follows community property rules, and ...
How Fiduciaries Prove Authority to Banks
A trustee who walks into a bank with a full trust document hands over details that belong to the family, such as who inherits and ...
Common Testament Questions Residents Ask
What Actually Makes a Will Legally Valid in California? California requires a will to be in writing, signed by the person making it, and signed ...
Common Questions Sacramento Residents Ask
What Documents Actually Make Up a Complete Estate Plan? A complete estate plan typically includes a will, a durable power of attorney for financial decisions, ...
