For those who pass on all of their assets through their last will and testament, probate may be unavoidable. However,… Continue Reading When is Probate Required in California?
What is a pour-over will? Essentially it is a contingency that allows those who use trust-based estate planning to transfer… Continue Reading What Is a Pour Over Will?
3/29/2023 In March, 2001, we decided to open Herbert Law Office with 2 main goals: First, we would talk with… Continue Reading IT WAS 22 YEARS AGO TODAY …
What is a QTIP trust (Qualified Terminable Interest Property trust)? A QTIP trust serves two basic purposes. For one, it allows the trust-maker to place… Continue Reading What Is a QTIP Trust?
What is a credit shelter trust and why would you want one? Let’s posit a scenario. A husband and wife… Continue Reading What Is a Credit Shelter Trust?
If you have suspicions regarding a trust, you may be able to contest the document under circumstances. But what are the… Continue Reading What Are Grounds for Contesting a Trust in California?
An intentionally defective grantor trust (IDGF) is a tax loophole used to reduce estate tax exposure. The trust is constructed with an… Continue Reading What Is an Intentionally Defective Grantor Trust (IDGT)?
Divorce affects more than your spouse and children — it can also impact your estate plan. You may have to… Continue Reading What Happens to a Living Trust in a Divorce?
Trusts can do a lot more than pass on family riches — a well-crafted trust can ensure that your children and grandchildren… Continue Reading Can You Protect Your Assets From Divorce?
Estate planning requires you to confront uncomfortable realities and make difficult decisions. And at first glance, the process can seem… Continue Reading 10 Things to Include in Your Estate Planning Checklist