Family gatherings can be excellent times to discuss estate planning concerns. Topics addressed might include which family members want which personal properties and who you will appoint as executors or decision-makers. Additionally, family meetings can be good times to develop family histories and preserve your legacy and story. Learn more...
It’s Time for an Estate Planning Pop Quiz!
How much do you know about estate planning? Take a few minutes to do this estate planning pop quiz, prepared by Max Alavi APC, OC Trusts Lawyer.
As Circumstances Change, So Should Your Estate Plan
Summary Life changes all the time. As it does, your estate plan should change with it. Most estate planning lawyers recommend revisiting your will and trust every three to four years. Additionally, revisit it if you experience any of the following circumstances: You get married, get divorced, or lose your...
The Basics of California’s Intestate Inheritance Law
What happens to your estate if you die without a will in place, or without your assets being properly assigned to the will on file? According to California’s intestate succession laws, there may be situations in which your assets are divided among surviving relatives, simply on the basis of your...
How to Avoid Sending Your Loved Ones to Probate Court
Funding your trust is one of the single best things you can do to spare your beneficiaries from the probate court. Find out more about what it means to fund a trust, which items to include, and which items to leave out. Seek insight from Max Alavi APC, OC Trusts...
Wills vs. Trusts: In Plain English
emember that wills, by contrast, are considered to be death documents...(but)living trusts lets you make changes or even dissolve the trust during your lifetime
Do I Really Need to Create a Living Trust?
A living trust can be an important estate planning tool, helping you pass along your assets to the intended heirs without the need for the probate courts to intervene. Find out more about the benefits of establishing a living trust, and the reasons to hire an experienced living trust lawyer,...
The Importance of Properly Funding Your Trust
A living trust can be an effective way to transfer assets to your heirs upon your death. However, it’s important to remember that creating trust is merely the first step. It’s equally essential to ensure that the trust is fully funded. I
What Can I Do if the Trustee Won’t Give me a Copy of the Trust?
What happens when a trustee fails in their duty to provide beneficiaries with a copy of the living trust? This scenario happens all too often, but California Probate Court has some provisions in place, allowing beneficiaries to compel the trustee to provide a true and complete copy of the trust....
What are the Trustee’s Duties to Provide Notice to the Beneficiaries After the Creator of the Trust Has Passed Away?
When you serve as a trustee, one of your core responsibilities is to appoint someone to serve as your successor, taking over the administration of the trust after you pass away. Given the weighty responsibilities of managing a trust, this is not a duty to be taken lightly.