Blogs

5 Steps to Settling a Probate Estate in Santa Barbara County

Settling a probate estate in Santa Barbara County requires quite a bit of time and a lot of organization. It has the potential to be a long, drawn-out process depending on the state of affairs of the deceased and how easy it is to work with the probate court. However, if you’re well-equipped and prepared…

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Santa Barbara Estate Planning: Parents, Here’s What Can Happen to Your Kids If You Pass Away Without a Will or Trust in Place

One of my greatest passions as a Santa Barbara estate planning lawyer is teaching parents how to wisely prepare for death. I realize the possibility of dying while your children are still young can be difficult to accept and that’s why many parents choose to not think about it. Unfortunately, this fear can prevent parents…

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Santa Barbara Trust Lawyer: Protect Your Family from Privacy Intrusions and Scam Artists When You Are Gone with a Living Trust

As a Santa Barbara trust lawyer, I’ve found that most people do not understand the serious privacy intrusions that their family can face if they die without a Living Trust. Here in California and across the country, if you pass away without a Living Trust, all of the details about your family’s inheritance and what…

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San Luis Obispo Trust and Estates Lawyer Answers, “What Happens If I Receive an Inheritance During Bankruptcy?”

For some families, bankruptcy is the only way out from living under a mountain of debt.  Filing for bankruptcy is a not a decision most people enter into lightly as the process can have a number of long-term and severe consequences. Once such consequence that tends to go overlooked is the possibility that a person…

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Santa Barbara Will and Estates Attorneys: How Does a Healthcare Directive Work in California?

As a Santa Barbara will and estates attorney, I’m often asked, “How does a Healthcare Directive or Living Will work in California?” Essentially, an Advance Healthcare Directive, sometimes referred to as a Living Will in California, is a legal document that spells out your wishes for healthcare if you are incapacitated or otherwise unable to…

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San Luis Obispo Special Needs Planning Attorney: How to Plan for Your Child’s Future When You Are Divorcing

Raising a child with special needs is challenging. Sadly, the stress of the situation contributes to the high rate of divorce among couples who are raising children with special needs. In fact, it is estimated that the rate of divorce in these households are between 80% and 90%. If you are going through a divorce…

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San Luis Obispo Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?”

The answer to this question and so many other estate planning questions is, “Yes, but….”. It is true that if you own an asset jointly with rights of survivorship in California, the joint tenant will automatically retain ownership of the property when you pass away. The assets held in joint tenancy will avoid probate when…

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Santa Barbara Estate Planning Attorney Urges Millennials to Rethink this Common Estate Planning Myth

As a Santa Barbara estate planning attorney, I know Millennials have a lot going on; they are starting their careers, buying their first homes, and starting their families. With so many “beginnings,” it’s hard to imagine finding time to stop and think about “the end.” A lot of people think that they are too young to…

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Santa Barbara Trust Attorney: Reduce Your Tax Burden with a Qualified Personal Residence Trust

A family home or vacation property is often the most valuable asset in their estate. While the homeowner may want to leave their cherished property to children or other beneficiaries as an inheritance, taxes can quickly thwart well-meaning plans. The sad truth is that without proper planning, most heirs simply cannot afford the tax bills…

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Elder Law Update: 1st Qtr 2018

In our recent Elder Law Update newsletter, we explore whether you should use genetic testing to determine if you are predisposed to Alzheimer’s disease.  We also discuss important Veteran’s benefits that may help you or your spouse obtain in-home care or assisted living.  Read more below:

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