Blog Posts in Estate Planning

Imagine a typical scene at your household during the holidays. It probably includes just about your entire family gathered around one table – two if you have young children in your family tree – ...

A no-contest clause or an "in terrorem" clause is a provision in a testamentary instrument that is meant to discourage beneficiaries from disputing a will . This clause is typically used to threaten ...

A pretermitted heir is a person who would likely stand to inherit under a will or trust , except that the person who wrote the will (testator) or trust (settlor) did not know, or did not know of, the ...

Under the California Probate Code, an omitted spouse is a surviving spouse that was unintentionally disinherited under a will or trust that was executed prior to marriage. The law provides for the ...

There are many types of trusts , each serving a different situation. There are family trusts which allow the existing property and assets from your estate to be passed on directly to children or heirs ...

Most people understand there are benefits to having a will or living trust . It is an unfortunate fact, however, that close to 55% of all American adults are currently living without a will or any ...