How you store your estate planning documents is critical. Preventing loss, damage and unauthorized access should be a priority. Besides, you don’t want your executor to go through complicated steps to access them during estate administration. Here is how you can store...
Year: 2026
When a title insurance company denies a valid claim
Title insurance is a key component of many real estate transactions. Mortgage lenders typically require that buyers purchase lender policies. Most homeowners also acquire policies that protect their interest in the home. Title insurance companies, like other...
Who can benefit from funding a spendthrift trust?
Spendthrift trusts are very useful for those who have loved ones with less than stellar records of managing their money. But those are not the only beneficiaries for whom spendthrift trusts are useful vehicles. Read on to learn more about other reasons to fund a...
How can you avoid probate and keep your estate out of court?
Passing property to your loved ones should not be complicated, expensive or public, which is often the case when an estate passes through probate. This court-supervised process of transferring property after death remains the default path for many California families...
