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Property Ownership in California

There are different ways for people in California to own real property, such as land or a house. California real property can be held by a sole owner or by co-owners. Co-ownership involves two or more persons acquiring and holding title together.

March 23rd, 2024|Real Estate|

Successor Trustees

One of the biggest decisions you will make when creating your living trust is choosing your successor trustee. I always tell my clients it is important to select a successor trustee they count on, as that person will ultimately be responsible for protecting and distributing your assets to your loved ones.

Preparing Your Own Last Will

After the pandemic in 2020, the popularity of people preparing their own wills grew. As many of us realized after the pandemic, it is more important than ever to put legal affairs in order.  While I always recommend contacting a lawyer to prepare your estate planning documents, if you decide to prepare your own last will, here is some helpful information that would have saved my past clients a lot of grief. 

Specific Estate Planning Needs of the LGBTQ+ Community

Proper estate planning by an attorney who is a member of the LGBTQ+ community ensures you are working with someone who understands your unique needs. Ensuring your assets will go to who you want, your estate is managed by the person of your choice, and in the event you are incapacitated, your medical decision and financial matters are handled by the person you want, is essential to protecting yourself as a member of the LGBTQ+ community.

November 16th, 2023|LGBTQ Estate Planning|
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