Your Living Trust contains private information. Instead of making every aspect of the Trust public, you can provide a Certificate of Trust to businesses or people you are dealing with on behalf of the Trust. The Certificate of Trust is a condensed document which is used to verify the important features of your Trust, and…
What documents have taken on more immediate importance as the pandemic continues? Here is a list of documents to seriously consider dealing with immediately: Advance Health Care Directive — This document names someone to make health care decisions for you. You can describe your preferences for end-of-life care. Last Will and Testament — This document…
Legal Documents Every College-Age Student Needs As a parent, you lose the ability to make decisions on your child’s behalf when he or she turns 18. You no longer have the right to make medical decisions or speak with their doctors. If you would still like to have the ability to speak to your child’s…
Beginning February 16, 2021, only the first $1,000,000 of taxable value can be excluded from reassessment of a transfer of a principal residence by a parent to a child. Additionally, the child must use the home as their principal residence immediately following the transfer. Let’s look at an example: Henry and Wanda’s principal residence, purchased…
Everyone who has access to your medical information is bound by HIPAA. Here’s what this means for you.
It’s helpful if you can let your doctors know in advance what you want to happen if you can’t speak for yourself. An Advance Health Care Directive lays out who you want to speak for you and what kind of treatments you want. In this way, you are prepared before health care decisions need to be made.
Our probate calculator may help you determine how much probate will cost, and how much you could save by having a living trust.
Additional rollbacks to California’s COVID-19 reopening plan have been put in place effective July 13th. If you have legal questions or issues that our firm can help you with during these difficult times, please do not hesitate to reach out.
If you’re named the agent under someone’s power of attorney, the person gave you permission to step into their shoes and act on their behalf. Meet with an estate planning attorney to discuss your responsibilities and options.
In your thirties, you might still be paying off student loans, and you may think you don’t need to start planning your estate. However, if you don’t have many assets, it may be even more important to plan to make sure what you do have goes where you’d like it to. You see, your net…
