In our previous blog post, we explained some of the ways that the full process of probate can be avoided through the utilization of some shortcuts
Recent News
Probate, Living Trusts & Heggstad Petitions: Part 1
A lot of people are under the impression that inheritors receive their bequests in a timely and efficient manner when a will is used as an asset
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a
The Questions of Estate Planning, Part 6: Why
People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second
Webinar Recording: 2019 Year-end Tax Planning for Investors
It is always important to review that there are five key areas of financial planning: Preservation, Retirement Planning, Investments, Tax
Webinar Recording: The Ins and Outs of Selling Real Property During a Probate
The sale of real estate in a probate administration proceeding presents a number of traps for some. Failure to comply with all requirements can result
Continuing Legal Education in San Diego
Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members attending the semi-annual Academy
The Questions of Estate Planning, Part 2
People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article
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