» Small estate

Why You Need a Revocable Trust

Creating a revocable trust gives you flexibility over your assets while you’re alive and also clearly states your intentions should you become incapacitated and unable to manage your affairs, as well as after your death.

You Just Bought a Home – Make Sure Your Asset Is Protected

Even if you have a will, a house in California usually must go through probate. A trust avoids probate. California probate fees are set by statute and are set according to the value of the house regardless of the amount still owed on the house.

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.

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!

5 Reasons to Embrace the Emotional Side of Estate Planning

Estate planning creates stability in times of loss. If you end up in a state of incapacity later in life, it’s guaranteed to be a difficult time for your family. If your estate plan doesn’t include detailed instructions

Estate Planning: 4 Reasons People Run the Other Way

Your family matters, and will be affected by your death, no matter how little or how much you have. Estate Planning is about having a plan in place that will help ease some of the stress that inevitably follows a loved one’s passing.

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