Your loved one has chosen you to be the personal representative of their estate. It is an honor to be trusted with managing the assets they cherish the most – but it is also a big responsibility. Acting as a personal representative can be a challenging job. So, here...
We are your Southern California partner in estate administration and estate protection.
Year: 2021
What should blended families consider about probate?
It bears repeating that navigating probate is not always easy. The complexity of the process is likely what leads to so many online articles about avoiding probate altogether, even though that idea is not as simple as it sounds. However, it is the emotional aspect...
Why are funeral plans important?
Death is not an easy subject to think about – much less funerals. It is generally because these topics are so difficult to think about that many people put off other aspects of estate planning for so long. Funeral planning might not be your or your loved one’s...
What issues could delay probate?
One of the most common worries that families have about the probate and estate administration process is time. Whether or not you are the executor of your loved one’s will, you may wonder and stress about how long it will take. It is true that probate can take time....
Sell as-is or rehab? What to consider when selling a probate property
Selling your loved one’s property during probate is very different than any traditional real estate sale. For one, the California probate court may be involved in the process and may ultimately have to approve the sale. There are several other steps you may have to...
When parents don’t have a will, young people face challenges
It is common to hear that it is never too early to plan for the future. Yet, many people – especially young adults – put off creating a will because they believe they have time to address these matters later in their lives. However, what about the parents of these...
Why a plan before college is critical
Many people see the age of 18 as an important milestone. After all, that is when you become an adult in the eyes of the law. However, it is easy to overlook the implications of this moment. Parents and children alike might celebrate this occasion, but the moment your...
Do I have to file my loved one’s taxes in probate?
Taxes are usually the last thing you want to think about. They are often complex and stressful. Filing your own taxes is especially the last thing on your mind when you and your family are facing the process of probate. But what about your loved one’s taxes – are they...
3 reasons to have a health historian
In a previous blog post, we discussed how beneficial it is for individuals to have a health historian. This is not an official role, which leads many people to wonder: how can a health historian really help me? 1. Someone can represent you if you cannot speak for...
How do I sell real estate in probate?
It is common for elderly loved ones to leave real estate properties to their children when they pass away. Whether it is the cherished family home or a rental property up north, your parent might leave this property to be shared – or divided – equally between you and...