Category Archives: Estate planning

What Happens When CA Property Is Not Deeded Into a Living Trust

Revocable Living Trusts are popular in California and a way that lots of people hold title to their real estate and other assets. However, some people forget or neglect to transfer their assets into that trust. Example is that a … Continue reading

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Does a Will Cover Everything I Own?

Does a Will Cover Everything I Own? No. Generally speaking, your will affects only those assets that are titled in your name at your death. Those assets that are not affected by your will include Life insurance. The cash proceeds … Continue reading

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U.S. Estate Tax Is On Your Right to Transfer Property at Your Death

Some people we talk with are confused about what the U.S. Estate Tax is and on what basis that would be owed and paid. According to the Internal Revenue Service the U.S. Estate Tax is a tax on your right … Continue reading

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California Estate Planning and Resulting Trusts

This article about “resulting trusts” – or implied trusts by operation of law in California – was written by Dennis Fordham, estate planning attorney, and is copied here with his permission. ****************** ESTATE PLANNING:  RESULTING TRUSTS Sometimes people ask a … Continue reading

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Harbor View Homes at Newport Beach CA Real Estate

Harbor View Homes at Newport Beach CA Real Estate have been popular with buyers and owners who want large lots and properties they can renovate. 11 Harbor View homes … most with quality and luxury features … are now listed for sale … Continue reading

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Elements to Establish a California Revocable Living Trust

Most people hold title to California real property these days in the name of a “Trust”.  Experienced Realtors and real estate professionals understand what is required and the essential elements to establish a Revocable Living Trust in California: 1.  Intent to … Continue reading

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California Court Clarifies When Beneficiaries Can Sue Trustees … And When They Cannot

This article is copied here with permission of the author, Keith Davidson, Riverside, CA, trust and estates attorney – California Trust, Estate & Probate Litigation Blog – www.aldavlaw.com – his email at keith@aldavlaw.com.  ______________________ California Trust and Will litigation is like building a puzzle.  There are … Continue reading

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Why Use a Revocable Living Trust in California Estate Planning

    Why do financial estate planning?    Protect your property and assets from probate.    Protect your heirs from creditors and lawsuits. Designate guardians for children.  Plan for time of potential incapacity.   Maximize the privacy of your financial affairs         … Continue reading

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Ways to Protect Your Estate Assets from Lawsuits at Orange County CA

  Probate courts in California are full of people prosecuting lawsuits and claims against decedent estates, trusts, trustees, administrators, executors, heirs, beneficiaries, and family members and caretakers.  So do your financial estate planning at Orange County CA carefully and protect your assets as … Continue reading

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