Blog Posts in 2016

  • New CA Law Allows Easy Way to Keep Homes Out of Probate

    || 4-Apr-2016

    In September 2015, California Governor Jerry Brown signed a bill into law allowing Californians to use revocable transfer on death deeds for real estate. Otherwise known as a "Poor Man's Trust," these deeds allow homeowners to leave their property to their heirs without the need for probate, a traditionally costly and complicated process. Revocable transfer on death deeds are ...
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  • Be Careful When Leaving Monetary Gifts to Caregivers

    || 8-Mar-2016

    Elderly people who receive care in their home or in a nursing facility sometimes have a desire to leave a monetary gift to a caregiver. While this is a perfectly reasonable and understandable desire, if done in an incorrect fashion, certain snags can arise that prevent the caregiver from ever receiving the funds. What is a Certificate of Independent Review? California has several laws in place to ...
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