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Posts Categorized In: Estate Planning

California Lawyers: 5 Considerations When Choosing a Legal Guardian for Your Kids

June 16, 2021 by Jonathan Stein

Choosing a legal guardian who can raise your kids if you are unexpectedly incapacitated or pass away can be a daunting and difficult challenge.  There are many things to take into account such as parenting styles and the potential guardian’s ability to love and take care of your children. These are just some of the… Read More

Categories: Estate Planning, Family Matters Tags: #chooseaguardian, #estateplanning, #thinkhard

Will and Estate Lawyer: Don’t Transfer Ownership of Your Home without Understanding These Five Hazards

June 9, 2021 by Jonathan Stein

Many people believe that it would be easier for their loved ones if they transferred ownership of their home before they need to. Bypassing probate in California, they believe, will be easiest for everyone. That could be true. However, there are several risks to consider that might harm you or your heirs. Hazard #1 –… Read More

Categories: Estate Planning, Family Matters, FAQ, Legal Process Tags: #estateplanning, #familymatters, #probate, #protectyourself, #taxes

3 Legal Documents Every Graduating Senior Needs

June 2, 2021 by Jonathan Stein

Do you have a senior graduating from high school this year?  Before your son or daughter packs up for a summer internship, a vacation, or even their first semester of college, I want you to think about what it means having a child who is now an “adult” in the eyes of the law. Essentially… Read More

Categories: Estate Planning, Family Matters, FAQ Tags: #18andolder, #graduation, #legaldocuments

Will and Trust Attorney on How to Make Sure Your Executor Has Everything They Need When You Pass Away

May 26, 2021 by Jonathan Stein

No one likes to think about it, but when we pass away it will be someone else’s responsibility to wrap up our affairs. This can be a difficult task for your executor if he or she does not know where your important documents are kept, information on your financial accounts like what types, where they… Read More

Categories: Estate Planning, Family Matters, Law Tags: #choosewisely, #estateplanning, #executor

Estate Planning Attorney: The Basics of Probate

May 19, 2021 by Jonathan Stein

Estate Planning Attorney: The Basics of Probate In California, probate is the legal process of transferring assets from a deceased person to their heirs. It can be stressful, costly, and can take months or even years to complete. Probate is also used to ensure a decedent’s outstanding debt is paid to creditors and that assets… Read More

Categories: Estate Planning Tags: #estateplanning, #probate, #trustee, will

How Much is Too Much? Estate Lawyers Share What to Discuss with Your Trustee.

May 12, 2021 by Jonathan Stein

Creating an estate plan can be overwhelming. One of the most significant decisions you will have to make is choosing who will serve as your Trustee. This needs to be a person you explicitly trust with your financial and personal information in life and death. Estate lawyers want to explain what you need to discuss… Read More

Categories: Estate Planning, Family Matters Tags: #estateplanning, #howmuch, #lawyer, #trustee

Estate Planning Lawyer Reveals 7 Life Events that Should Trigger Your Estate Plan Review

May 5, 2021 by Jonathan Stein

  Because your life changes, so must your estate plan. As a estate planning Lawyer, I recommend that everyone reviews their estate plan every 3 to 5 years because life events that you might not even think about could impact how your estate plan works.   While this periodic review is important, there are certain… Read More

Categories: Estate Planning, Family Matters Tags: #estateplanning, #nowisthetime, #updateyourplan

Considerations When Hiring an Attorney to Help Plan For Long-Term Care

March 10, 2021 by Jonathan Stein

Many seniors and their families put off consulting with an estate planning attorney to plan for long-term care because they’re afraid of the cost. But an attorney can help you save money in the long run as well as make sure you are getting the best care for yourself or your loved one. Instead of… Read More

Categories: Estate Planning, Hiring an attorney, Law, Legal Process Tags: #estateplanning, #hirealawyer, #livingwill, #longtermcare

Transferring your Deed? What to Know Before you Sign

March 2, 2021 by Jonathan Stein

You may be afraid of losing your home if you have to enter a nursing home and apply for Medi-Cal. While this fear is well-founded, transferring the home to your children is usually not the best way to protect it. Although you generally do not have to sell your home in order to qualify for… Read More

Categories: Estate Planning Tags: #deed, #estateplanning, #medi-cal

Weighing the Pros and Cons of Annuities

March 2, 2021 by Jonathan Stein

Planning to ensure that a senior has enough income to last through retirement can be tricky. There are times when an experienced estate planning lawyer may recommend the senior look to annuities to meet their financial needs.  However, these financial instruments can have significant drawbacks that seniors should be aware of before signing on the… Read More

Categories: Estate Planning Tags: #annuity, #estateplanning

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