Common Estate Planning Mistakes
There are two common estate planning technique mistakes that we see in our office all the time.
They are Payable on Death (POD) and Joint Tenancy with Right of Survivorship (JTWROS).
There are two common estate planning technique mistakes that we see in our office all the time.
They are Payable on Death (POD) and Joint Tenancy with Right of Survivorship (JTWROS).
Every year, during our free 3-year reviews, without fail, we find that a few of our clients have inadvertently placed a piece of real estate in danger of going through Probate
The DE-111 California Probate form is an important document that initiates the probate process in California. Probate is the legal process in which a court supervises the distribution of a deceased person’s assets to their heirs.
A California gun trust is a legal document that allows individuals to own and possess firearms in accordance with California state laws. It is designed to allow the owner to designate another person, or group of people, to have access to and be able to use the firearms owned by the trust.
In California, probate is the legal process of administering the estate of a deceased person. The purpose of probate is to ensure that the deceased person’s assets are distributed according to their will or, if they did not have a will, according to the laws of the state.
If the deceased person had a will, the will must be filed with the probate court in the county where the deceased person lived at the time of their death
When parents plan their estate distribution, it is almost always centered around the idea that they are going to make their children’s lives better.
All the parents’ hard work, legacy, morals, beliefs, and visions are for the benefit of the child to pass it along generation to generation.