Family gatherings can be excellent times to discuss estate planning concerns. Topics addressed might include which family members want 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 from...
Category: Probate and Trust
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...
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 Happens When a Bank Refuses to
Accept Your Power of Attorney?
o succeed in a case against a bank, of course, you’ll need to match their resources and legal expertise.
Three Reasons to Avoid Probate Court
Curious about why you’d want to bypass probate court… and how to effectively do so? Consider some tips from estate planning attorney Max Alavi. Get a FREE Consultation Three Reasons to Avoid Probate Court A common misconception about estate planning is that, if you die but you have a will...
3 Key Provisions in Your Financial Power of Attorney
There are several important provisions to include in your financial power of attorney, including: The power to gift. The power to amend an estate plan. The power to prosecute and defend legal actions. Learn about these provisions' advantages and potential risks from living trust attorney Max Alavi. Get a FREE...
What Happens When the Trust and Transfer on Death Instructions on Accounts are Different?
No family wants to face this level of tension or acrimony. One of the primary goals of estate planning is to provide clarity so that this kind of discord never happens. That’s what makes it so important to ensure that all elements of your estate plan are harmonized, something that...