It is a common misunderstanding that it is improper, unethical, or illegal to assist another person in writing his signature. In most jurisdictions, including California,
Summary: Totten Trusts and Payable-on-Death (POD) accounts are both financial tools that allow assets to bypass probate, ensuring that funds go directly to a designated
Let’s start with community property California is a community property state. The nine community property states are all located in the western US except for
Physical separation is one factor in establishing the end of the economic marital community, the other is that at least one spouse must not intend
Understanding Testamentary Capacity: Requirements under CA Probate Code Section 6100.5 Let’s start with wills. CA Probate Code Section 6100.5 states: “(a) An individual is not mentally
The following are some selected highlights of a decedent’s final tax return that deserve special attention. You should seek competent advice. The decedent’s final taxable
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