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How To Avoid Probate Court
  • Published: November 13, 2020

When someone passes away, families grieve. That’s unavoidable. But probate court, which can put family members through long and expensive legal proceedings, is entirely avoidable in California. Probate court decides who will inherit your assets. It isn’t the only way to decide who gets what assents after your death, however. If you take the proper steps now, you can set up your estate planning Anaheim to provide for your family and spare them the stress of the probate court process. Avoiding Probate In California There are a few ways to allow your surviving family members to avoid probate court in California. Below, we will cover two of the most common methods. Living Trusts Almost any asset you own—from Real Estate, vehicles to financial accounts—can be included in a living trust. This document is similar to a will. It picks a person to oversee the distribution of your assets after your death. Here’s how it works: You name…Read More

What Is The Secure Act
  • Published: October 30, 2020

What Is The Secure Act? As the rules related to retirement accounts change, there can be both positive and negative impacts felt by those who have savings accounts for after they’ve stopped working. Recently, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed and it directly impacts important factors related to who is eligible for a retirement account and how the money can be accessed. This Act, in turn, also impacts the estate planning process and how certain long-term decisions will be made. An Anaheim estate planning attorney will be able to give you an in-depth analysis on this new Act and what it will mean for your specific plans. The Secure Act One of the changes the SECURE Act has created is that business owners can now offer retirement options to more employees, including those who work part-time. They will receive a tax benefit when an employee chooses to sign up for a…Read More

Wills – vs – Trusts
  • Published: October 23, 2020

When it comes to estate planning, most people often want to understand the difference between wills and trusts. Understanding the difference between the two will help you know which one is best for your estate planning. Katje Law Group, wills and trust attorneys, are some of the best attorneys that can help you get a clear difference between a will and a trust. What Is A Will? A will is a written document declaring a person’s desires or wishes on what should happen to his or her estate upon death. The will also contains the name of a person charged with the responsibility of executing the wishes (executor). A will can only be executed when the owner has died. A will gives you an opportunity to decide how your assets such as bank accounts and personal property to be disbursed after you are gone. Upon death, your executor is the one to lodge the original…Read More

What Should Be Included In My Advance Health Care Directive
  • Published: October 9, 2020

As you go through life, it is important that you make plans for your well-being in the event that you are not able to communicate certain decisions on your own. This can differ from person to person as it will require a number of factors to be considered. It is a common misconception that this is something that only older adults should think about and plan for. An advance health care directive is a plan that will detail all of your health-related decisions in the event that you are unable to do so. When you wish to create such a plan, you should consult an Anaheim estate planning attorney for assistance. Advance Health Care Directives As stated, this is a plan that would be followed if your health got to such a point that you would not be able to state these wishes on your own, whether it be from deteriorating health or a sudden…Read More

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