DeCarli Law Blog

Transfer On Death or Payable On Death Accounts: Pros and Cons

Transfer on death or payable on death accounts sound great at first glance - exactly because they are so easy to set up. However, there may be problems ahead for your beneficiaries if their circumstances change in any way. Read More
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Three Tips For Every New Homeowner

You have just signed the paperwork on what is probably your most valuable asset. Now is the time to protect that asset for your family. In California, probate fees are based on the value of the house – whether or not you owe money on a mortgage! Read More
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Estate Planning for Domestic Partners, Non-Traditional Families, and Singles

We often meet unmarried, and newly-married, clients whose property titles are in disarray and may not reflect the needs of their current arrangement. We can help sort out these details . . . Read More
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Categories: unmarried couples

How to Leave Assets to Minor Children

Advantages of a Revocable Living Trust Over a Simple Will Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometim… Read More
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What Happens to Your Business When You're Gone

Preparing your small business for your incapacity or death is vital to the survival of the enterprise. Proactive financial planning -- including your business and your estate plan -- is key. Read More
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Beneficiary Forms and Estate Planning

Are your beneficiary designations consistent with your estate planning wishes? In the event of your untimely death, the manner in which your beneficiaries receive your assets, including life insurance, depends on how your property is titled. Read More
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Who should I pick to be successor trustee?

When you create a living trust, you usually need to choose who to name as your successor trustee. It is crucial that this decision is not taken lightly and that the right person is selected for the job. Read More
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If you think you don’t need estate planning because you have a mortgage, think again

The value of your house is based on the fair market value, regardless of any amount you owe on the house. Read More
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What You Should Know About the Tax Changes Proposed Today

As an Estate Planning Attorney, obviously the proposed repeal of the estate tax is a huge unknown for me and my clients as we look at long-range planning. As an attorney who advises small businesses and a small business owner myself . . . Read More
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Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?

If both parents of minor-aged children die intestate, then the children are left without a legal guardian. Kids don't automatically go to a godparent or an aunt, for example, even if that's what everyone knew the parents had intended. Read More
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