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).
Probate
Three Real Estate Mistakes that can Trigger Probate in California
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
California Estate Planning Laws and your Family – Fourth in a Series: How To Initiate a California 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.
California Estate Planning Laws and your Family – First in a Series: Bicycle Laws – California Vehicle Codes
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.
New Office Location in Palos Verdes
New Palos Verdes Office We are happy to announce the opening of our new Palos Verdes office. Located in the Palos Verdes Twin Towers at: 609 Deep Valley Dr, Suite 200 Rolling Hills Estates, CA 90274 (310) 316-2400 Map and Directions We are conveniently located throughout the Los Angeles area with offices in Torrance, Los Angeles, Long Beach, Pasadena, Palos Verdes and Costa Mesa. Please visit the individual location pages for information on parking, directions and more about each of our offices. We have planned an continued expansion to meet increased demand and provide additional convenience to our existing and new clients. As the new offices open, we will let our clients in those areas know if a closer office is available to them. If you have any question, please do not hesitate to contact any of our locations during business hours, 8am–5pm Monday through Friday. Practice Areas Estate Planning Estate planning is the process of establishing a Trust, Will, Durable Power of Attorney, and other related documents during your lifetime. Estate Administration Our firm helps Trustees and Executors comply with the many duties associated with the administration of an Estate. Probate Probate is the legal proceeding supervised by the Superior Court used to transfer title to assets when a person is deceased. Estate Litigation When the need arises to challenge, defend, or enforce a Will or Trust, our Lawyers will represent you in all legal proceedings. Advanced Estate Planning Families with substantial estates require additional strategies beyond a typical Estate Plan to reduce and offset Estate Tax liabilities. Conservatorship When a person becomes incapable of managing their...The Estate of the Musician Known as Prince
In December 2021, the estate of the musician known as Prince, The Internal Revenue Service (IRS) and the Minnesota Department of Revenue (MDR), settled the valuation of Prince’s estate. Prince’s music rights were the main point of contention –what is the day of death value of all of his songs and music rights?