What Is a California Durable Power of Attorney?

There are several types of power of attorney forms available for various legal reasons including estate planning. What is a California durable power of attorney? Does it have any specific benefits? Defining California Durable Power of Attorney A California durable power of attorney is a legal document that allows you to give legal authority to another person to make decisions …

Thinking about a Living Trust in California? Here Are Some Things You Should Know

A living trust in California is an estate planning measure that takes the assets of the person setting it up and holds it while that person is still alive. During this person’s lifetime, they can be the beneficiary or the trust. A beneficiary(or beneficiaries) are named who will receive the ability to access or use the assets within the trust …

How Does the California Probate Process Work?

The California probate process can seem overwhelming for the family as well as the estate administrator. In this post, you’ll learn the basics of the California probate process. Naming an Administrator or Personal Estate Representative Before the California probate process officially begins, an estate administrator or a personal estate representative must be named. Someone may be designated in the Last …

Estate Tax: Inheritance Tax in California

One of the main concerns for anyone involved in the estate planning process revolves around the possibility of paying taxes. In addition to an estate tax, many people worry about whether they may be affected by an inheritance tax in California. Good News: California Doesn’t Have an Inheritance Tax In fact, there is no estate tax at the state level. …

Choosing an Estate Personal Representative in California

From a legal standpoint, an estate personal representative in California may be any person who is at least 18 years old, has the proper mental capacity, and who is willing and able to fulfill the obligations of the role. To minimize conflict during the administration process, it’s important to choose the right person to act as the estate personal representative. …

Spousal Property Petitions Process in California

When a spouse dies, it can create a difficult situation for the surviving spouse. In addition to handling difficult emotions, there are legal issues that must be resolved. When a death occurs, a will often sorts out who will get certain property. Without a will, California intestate laws apply. However, regardless of whether a will existed, the surviving spouse has …

Drafting a Legal Will in California

Legal will in California requires the will to be in writing

One of the basic steps in estate planning is drafting a legal will. In California, there are certain requirements that must be met before the probate court would consider the document valid. In this post, you’re going to learn more about the requirements to draft a legal will in California.

Estate Planning: The Importance of an End of the Year Review

The holiday season has arrived. It’s time to be with our loved ones. It’s also time to review your estate planning decisions. Why? The changes that may have occurred over the last year could affect how your estate is administrated when you pass away. In this post, we’re going to discuss some of the most common changes that mean you …