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If you're facing a potential will contest, you could be  is also faces serious financial and emotional strain. Here's what to do if you find yourself facing a will contest. 

Sadly, seniors are particularly vulnerable to financial exploitation, but with a little bit of planning you can protect them.  

After someone dies, probate may be required in order to ensure the legal transfer of assets from a decedent to the rightful heirs. The rules for this can vary widely, and as such may cause confusion during an already painful time. We can help you understand some of the rules around probate, and help you to determine whether or not your assets require probate.     

Regardless how much we love our pets and treat them as family, in the eyes of the court they are property. This means that, unless you include a clause for your pet in your will, there is no legal requirement for your heirs to take care of the pet.  

Learn how your pet will be treated in probate and how you can plan to care for them in the event of your death.

The probate possible is notoriously slow, but with a little bit of foresight and careful planning, there are a few things you can do to fast-track it.  

Posted in: General

Dealing with end-of-life administrative processes can be a stressful and emotional time. After the death of a loved one, it can sometimes be unclear as to how the assets of the deceased will be distributed.

What’s worse, the process is only made more confusing due to the fact that each state has different laws with regards to asset distribution.

California has its own set of unique laws which you should be familiar with if you live in the state or are involved with a property-owner in the state. Here, we’ll break down the California Inheritance Law to help you get a better understanding of how it works.   

Are you putting off the probate process? If so, you should know that there could be steep consequences for waiting too long.  Squatters, Stock Market Crashes and Insurance Claims can case major issues in probate.

The type and amount of taxes you pay (if any) depends on the asset you inherit and the details of the estate. 

 “Inheritance tax,” “death tax,” and the “estate tax” are all terms which refer to the tax due on the transfer of assets to an heir or beneficiary after an estate owner dies. But they are not exactly the same things.

Posted in: General

Deciding whether to talk to your children about your estate plan can be fraught with a host of difficult emotions — anxiety, fear, resentment, perhaps even guilt — but there are good reasons to have the conversation.

When you file probate, at some point you will likely encounter the probate clerk. In states that allow for electronic filing, these encounters will be more limited. Nevertheless, you should be aware of and know your probate clerk, as they can be a valuable resource to help you with your probate.