Identifying and Understanding Different Will Types
By William C. Mason, III, Of Counsel

California wills come in several different forms—attested, statutory, holographic, and pour-over. These different types of wills are all similar in that each is a testamentary document (1) created and executed by an adult of sound find; (2) which makes a disposition of property to individuals or entities. However, the format and execution requirements of each [...]

By |2024-01-19T03:37:12+00:00August 21st, 2023|Death, Seniors, Will, Аttorneys|0 Comments

The Perils of Transfer-on-Death Deeds
By Allyson S. Heller

On January 1, 2016, the California legislature enacted Assembly Bill 139, which permits individuals to transfer real property upon death using a revocable transfer-on-death (TOD) deed. Since then, the TOD deed has emerged as an attractive option for homeowners looking for a quick and simple way to transfer property upon death outside of probate court, [...]

By |2024-01-28T01:06:13+00:00July 25th, 2023|Death, Property, Seniors|Comments Off on The Perils of Transfer-on-Death Deeds
By Allyson S. Heller

The Costs of Dying Without A Plan
By: Allyson S. Heller

As Benjamin Franklin famously remarked, the only certainties in this world are “death and taxes.” While we all know that death is an inevitable part of the cycle of life, most of us would prefer to avoid the subject altogether. However, failing to engage in any sort of pre-planning for your estate, financial, and health [...]

By |2024-01-28T01:08:25+00:00May 24th, 2023|Death, Probate|Comments Off on The Costs of Dying Without A Plan
By: Allyson S. Heller

Steps to Take When a Loved One Passes Away
By: Allyson S. Heller

Losing a loved one is always difficult. In addition to coping with their grief, many people are left feeling overwhelmed by the numerous obligations and tasks associated with settling their loved ones’ affairs and don’t know where to start. Having a general idea of what to do when someone passes away can ease this burden [...]

By |2024-01-28T01:13:42+00:00March 23rd, 2023|Death, Estate Planning|0 Comments
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