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Different Types of Trusts Used in Estate Planning

Whether your objective is to minimize estate taxes, ensure financial privacy, preserve your family’s wealth, or distribute property more easily to your loved ones, trusts are an integral tool in estate planning. In California, there are a multiple… Read More
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Probate Court Documents - How to Avoid Probate in California

5 Tips for Avoiding Probate in California

Probate is the legal process by which the court distributes a deceased person’s property to their legal heirs. But as most people are aware, probate proceedings can be lengthy and costly. Importantly, with advance planning, there are several measur… Read More
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Cryptocurrency and Your Estate Plan

By: Bridget Burns Most assets are relatively straightforward to deal with when creating your estate plan. Real property can be deeded to a trust; bank and investment accounts can have the title changed or transfer on death designations made out to th… Read More
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