Category Archives: Wills and Trusts

Is It Worth It?

Is it worth it to hire an attorney to draw up a will, trust or other estate planning documents?
Kiplinger.com on personal finance and business says it is worth it. They posted a fun 10 question quiz about is it worth it — questions like is it worth it to pay more for name brand prescription [...]

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Obligation to Provide for a Minor Child?

Sometimes an interesting question is posed by a client — do I have to leave something for my minor child in my Will?
Remember in most estate planning documents and for most families, a couple with children will typically leave their entire estate to their spouse or partner knowing that the surviving spouse or partner will [...]

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Do-It-Yourself Wills and Trusts.

DIY or Do-It-Yourself is a big thing among Americans. Many of us handle DIY home remodeling with much success. We also handle many other areas with DIY success. [Though my attempt to darken my hair color with a $8 DIY box of hair dye sent me to the salon within the week to pay for [...]

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Gifts of Tangible Personal Property.

What about personal items like Grandmother’s china or your Dad’s favorite fountain pen? How do you give gifts of personal items after you pass away to your loved ones?
One way to do this is to create a separate writing alongside your Will. California Probate Code Section 6132 allows for a separate writing incorporated by [...]

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What’s a Thirty-Day Survivor Clause?

Stan Rule, a Trust and Estates attorney in British Columbia, has explained very matter-of-factly the survivorship clauses often included in most Wills and Trusts.
The general consensus is that a 30 day survivorship clause is a good thing. It doesn’t have to be 30 days: it can be longer or shorter depending on what you [...]

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