ARE FAMILY, FRIENDS OR HEIRS RESPONSIBLE FOR DEBTS OF A DECEASED PERSON?
Aug 04, 2018
After a relative dies, the last thing grieving family members want are calls from debt collectors asking them to pay a loved one's debts. At the outset, generally, heirs and beneficiaries can inherit ...
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DOES A RELATIVELY SMALL CALIFORNIA ESTATE HAVE TO BE PROBATED?
Aug 04, 2018
In California, estates with probate assets (see below for excluded assets) that are valued at more than $150,000 have to be probated. However, there are various ways to avoid probate in California. A ...
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WHAT IS ANCILLARY PROBATE IN CALIFORNIA?
Aug 04, 2018
When someone dies owning property in their individual name there is a probate legal process through which their estate must go in order for their property to be passed on to their heirs. Probate is al...
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WHAT HAPPENS TO CHECKING AND SAVINGS BANK ACCOUNTS AND CERTIFICATES OF DEPOSIT WHEN SOMEONE DIES?
Sep 04, 2017
People often neglect to include checking and savings bank accounts and certificates of deposit when making arrangements for distribution of their assets after death. The deposit agreement between the ...
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California Residential Ownership; Transfer of Property at Death
Sep 02, 2017
When a person dies the transfer of the deceased’s residential property (or any real property for that matter) becomes an issue. Who is entitled to the real property upon death depends on how the prope...
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Should You Write Your Own Revocable Living Trust?
May 16, 2017
Should you attempt to write your own Revocable Living Trust? During my 30 years of practice as an estate planning attorney, I read my fair share of do-it-yourself Revocable Living Trusts. I can legiti...
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MEDI-CAL PLANNING AND CLAWBACK
May 12, 2017
A very large concern for many people in California is the ability of Medi-Cal to lien and/or collects their assets after death. ASSETS IN DECEDENT'S TRUST WILL, AS OF JANUARY 1, 2017, AVOID PROBATE AN...
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HOW DO I TRANSFER PROPERTY TO MY LIVING TRUST?
May 12, 2017
It is first important to understand that a trust itself is not a legal entity that can hold assets like a corporation. Instead, a trust is a contractual agreement between a grantor and a trustee. When...
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APPOINTING A GUARDIAN FOR MINOR CHILDREN
May 02, 2017
As any parent knows, the true joy at Christmas is the delight that comes from seeing your children’s happiness on their faces as they eagerly unwrap their Christmas gifts. People often take it for gra...
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ADVANCE HEALTH CARE DIRECTIVE (AHCD)
Feb 15, 2017
A California Advance Healthcare Directive (AHCD), sometimes referred to in other states as a living will, personal directive, advance directive, medical directive or advance decision, is a legal docum...
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