A common misconception is that when you die with a Will, your heirs avoid probate. In California when you die with a Will and the total assets owned in your sole name exceed $166,250, your estate goes through probate (a court...more
5/31/2020
/ Asset Management ,
Beneficiaries ,
Decedent Protection ,
Estate Planning ,
Fiduciary Duty ,
Heirs ,
Inheritance ,
Personal Representatives ,
Power of Attorney ,
Probate ,
Probate Code
With the coronavirus pandemic, many people have asked, “what happens if I die without an estate plan?” Without a properly prepared estate plan, California does your planning for you. ...more
So you have an estate plan? Good for you. You funded it? Even better. But have you updated it and your will in the last year? If you haven’t, your loved ones or favorite charities may be in for an unpleasant surprise. Your...more
4/27/2017
/ 529 Plans ,
Beneficiaries ,
Beneficiary Designations ,
Death Benefits ,
Decedent Protection ,
Disinherit ,
Divorce ,
Employee Retirement Income Security Act (ERISA) ,
Inheritance ,
Life Insurance ,
Marriage ,
Retirement Plan