ClickCease
Share

Estate Planning

Wednesday, June 24, 2020

Planning for the Future of Your Business


As the COVID-19 pandemic continues to wage war on the American economy, small businesses are feeling the effects. Many business owners are left wondering about the future of their companies. But with so much else going on, they often fail to proactively plan for the future. Now is a great time to do so. Even after navigating through the era of coronavirus, if small business owners fail to establish an estate plan, some day when they die, the business will simply die with them.
Read more . . .


Wednesday, June 10, 2020

Should You Hire an Estate Planning Attorney?


From unclogging a toilet to building a house, with the Internet and sites like YouTube being more popular than ever, you can pretty much figure out how to do anything yourself. This can prove extremely helpful when you want answers now – and want to save money in the process. However, it’s important to understand what you should – and shouldn’t – do yourself.

One thing you shouldn’t DIY: your Read more . . .


Wednesday, May 20, 2020

Considerations for Special Needs Guardianship


One of the most important responsibilities that a parent has is to look out for the safety and wellbeing of his or her children. This is why it is so important to prepare for the guardianship of your child. Guardianship is the legal process that allows an individual who is named to serve as the final decision maker for another person.

But while consideration should be given to whom you wish to assign the position to, special consideration should be given for those who have children with special needs. People with Read more . . .


Wednesday, May 6, 2020

Contests and Disputes: Protecting Your Estate from Family Feuds


When we pass away someday, we often hope that our assets can be provided to those whom we love. The last thing that we want is for those very individuals to get into a dispute over the estate. Unfortunately though, this can occur even within the closest families often due to the emotional strain that is often experienced when grieving.

Not only can these family feuds prove devastating for relationships, but they can also cost you a lot of time and a lot of money. Estate disputes can even drain resources and leave your loved ones without the close relationships they once shared – let alone the gifts you intended for them to have.
Read more . . .


Wednesday, April 22, 2020

What Happens When A Non-U.S. Citizen Dies in California?


As a proud melting pot of the world, the U.S. often becomes home to non-U.S. citizens.
Read more . . .


Wednesday, March 25, 2020

Estate Planning for a Loved One with Dementia


Dementia is a word used to explain a set of symptoms such as memory loss, a decline in problem-solving skills, and unclear thinking. It serves as the umbrella term to a number of diseases. One such disease that can be considered a type of dementia is Alzheimer’s disease.

In addition to Alzheimer’s, common causes of dementia also include:

  • Parkinson’s Disease Dementia
  • Vascular Dementia
  • Mixed Dementia
  • Huntington’s Disease
  • Frontotemporal Dementia
  • Dementia with Lewy Bodies

Planning Ahead with Alzheimer’s or Dementia

Though it can be quite difficult to picture your future (or the future of your spouse) with dementia, it is exceedingly important. This is because without


Read more . . .


Wednesday, March 11, 2020

California Probate Court and Mandatory E-Filing


We’re now living in an Amazon world. What was once done in person is now done online. We use our computers and electronic devices to do just about anything and everything. One such thing that has also migrated to an electronic format: forms. Many industries now rely upon electronic filings, commonly referred to as e-filing, in order to store important information.
Read more . . .


Wednesday, January 22, 2020

Estate Planning Tools Every California Resident Should Consider


Most of us know that it is very important to have a Will. For many, this is a necessary document for estate planning. But while Wills are in fact an important estate planning document, they are not the only important part of an estate plan.
Read more . . .


Wednesday, January 8, 2020

What Is a Holographic Will?


A Will is a legal document that is a valuable tool in comprehensive estate planning. A Will enables you to share what you want to happen to your assets, among other things, after you pass away. That’s why it is always a good idea to review your Will with an experienced estate planning and probate attorney on a regular basis.


Read more . . .


Wednesday, December 11, 2019

What California Homeowners Should Know When Planning Their Estate


Your home is one of – if not the – most expensive assets that you will ever own. It is for this reason that it is imperative that you understand which legal documentation to complete in order to ensure that it can be transferred properly to your intended heirs after you pass.

You may understand what it means to transfer assets to heirs upon your death, but estate planning for the transfer of real property is not the same thing. Real property includes anything attached to the land you own, the land itself, and the home upon the land. A deed must be recorded in the proper jurisdiction (the one in which the property is located) in order to establish ownership of real property.
Read more . . .


Wednesday, November 20, 2019

I’m Adopted: Will I Inherit From My Birth or Adoptive Parents?


When parents pass away without an estate plan, their assets will be distributed in a particular order, going to their spouse and then equally among their children. But what happens when one of their children is adopted? When a child is adopted, are they entitled to inherit from their adoptive parents, birth parents, or both? Despite otherwise wishful thinking, adopted children do not benefit from two sets of parents. Confused about who you are to inherit from? Here is what you need to know about the right to inheritance with adoption in California.
Read more . . .


Archived Posts

2020
2019
2018
2017
2016
2015
2014
2013
2012
2010

← Newer12 3 4 Older →


Riverside CA Estate Planning Bankruptcy



© 2020 Heritage Legal, PC | Disclaimer
777 Tahquitz Canyon Way, Suite 328, Palm Springs, CA 92262
| Phone: 760-325-2020 | 888-974-3748

Estate Planning | Advanced Estate Planning | Business Succession Planning | Pet Trusts | Probate / Estate Administration | Special Needs Planning | Wills & Trusts | Memorial Instructions | Beneficiary Rights | Contesting Wills | LGBTQ Estate Planning | Asset Protection | Executor's Rights | Irrevocable & Revocable Trusts | Estate Planning Documents | Estate Planning for Young Couples | IRA & Retirement Planning | SECURE Act | Bankruptcy | Family Law | LGBTQ | Testimonials | Articles

Attorney Web Design by
Zola Creative


©  Heritage Legal, P.C.| Disclaimer | Attorney Website Design by Zola Creative