Cali Law Articles

The Importance of Having an Estate Plan August 27, 2020

Forward Thinking Is Nothing Without Forward Planning Estate plans provide protection for you and everyone and everything that’s important to you. It is simply not enough to internalize or even ...

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What Is a Living Trust and Why Have One? September 11, 2017

A living trust is a trust, a distinct entity from the settlor (the person who formed it), yet at the same time, it is fully revocable and amendable by the settlor. The settlor can also name themselves ...

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Three Reasons Why Joint Tenancy is Not an Alternative to a Trust September 1, 2017

Holding assets as joint tenants (or tenants by the entirety) is not an alternative to a living trust . If your only concern is making sure your spouse is able to inherit your assets without issue, ...

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What is Probate and How to Avoid It? August 17, 2017

What is Probate? When one dies with assets left in their name the state distributes said assets through a process called probate. In Massachusetts, anyone who dies owning more than $25,000 in assets ...

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Life Insurance is Not an Alternative to Estate Planning July 20, 2017

While life insurance can be part of an overall estate plan, it should never be viewed as an alternative. I have spoken with a number of people who say they do not need an estate plan, they have life ...

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