california

Estate Planning 101: The Big Picture

Welcome to the Education Center. If estate planning has always felt complicated or intimidating, this short series is for you. Read these lessons in order and you’ll understand the real problem with probate, how to avoid it, and the myths that trip most people up.

What is Probate, and Why Do People Dislike It?

When a loved one passes away, the grief and emotional toll can be overwhelming. Navigating the legal complexities of the estate of the deceased can further exacerbate the stress during this time.

What is a Probate Bond?

California Probate Bonds Overview A probate bond is a court-required fiduciary bond that ensures estate administrators and executors carry out their duties responsibly during probate .

What is a Will?

In estate planning, a will stands as one of the fundamental legal instruments that allow individuals to dictate the distribution of their assets and designate guardians for their minor children in the event of their passing.

A Basic Guide to a Revocable Living Trust

For individuals in California seeking to secure their assets and plan for the future, a revocable living trust stands as a popular and efficient estate planning tool.

Nomination of Guardians for Minors

For parents in California, the thought of ensuring the continued care and well-being of their minor children in the event of their untimely passing can be a daunting but crucial consideration.

Common Estate Planning Myths and Misconceptions

By now you understand the problem with probate and the tools that solve it. This last lesson clears up the myths that cost California families the most money and stress.

California Prop 19, Explained: How It Changed Inheriting a Home

If you own a home in California and plan to leave it to your children, Proposition 19 almost certainly changed the math.