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Blog Posts in Estate Planning

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  • Talking Estate Plans with Your Loved Ones This Holiday Season
    Talking Estate Plans with Your Loved Ones This Holiday Season

    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 – ...

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  • No-Contest Clause
    No-Contest Clause

    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 ...

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  • Are You An Omitted or Pretermitted Heir?
    Are You An Omitted or Pretermitted Heir?

    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 ...

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  • How Can You Circumvent the Omitted Spouse Provision?
    How Can You Circumvent the Omitted Spouse Provision?

    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 ...

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  • How Do I Know What Type of Trust is Right for Me?
    How Do I Know What Type of Trust is Right for Me?

    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 ...

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  • At What Point Should I Create a Will?
    At What Point Should I Create a Will?

    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 ...

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