Reform to Medi-Cal Estate Recovery May Save Your Estate

By |August 25th, 2016|

For those who pass away on or after January 1, 2017, Medi-Cal Estate Recovery may not apply, if your estate is planned correctly. This year, the California legislature passed SB 833, setting in motion major changes to state health care laws, including changes to the Medi-Cal estate recovery practices. With this new legislation, a homeowner […]

5 Helpful Tips for Trustees

By |August 18th, 2016|

Successor Trustees have a great responsibility and a sometimes complicated job administering an estate. A trust leaves behind a set of instructions for the trustee, but those may not be as clear as you wish them to be, and there may be other complications within the family or with the assets. At The Boutique Law […]

Succession Planning for Businesses

By |August 17th, 2016|

Succession planning is an important consideration for any small business owner, will your business be handled properly after your death? Generally, it is responsible to plan for the succession at least five to ten years prior to an anticipated transition for your business. It is also essential to consider the possibility of incapacitation or death […]

Dealing with Family Dynamics During Probate

By |August 13th, 2016|

Probate is a difficult process no matter the circumstances, the legal complexities are enough to deal with, but family dynamics can make a bad situation worse.

A main factor in the pain and difficulty of a probate is the family dynamic. Family relations and tensions can be escalated by the death of a loved one and […]

Don’t Forget to Fund Your Living Trust

By |August 5th, 2016|

A living trust offers protection of assets and an estate beyond the instructions of a will, but assets are only protected when they are placed into the trust. Funding your trust is essential to ensuring protection from probate, and the transferring of assets into your trust will still allow you to control your assets and […]

How to Choose an Executor or Trustee

By |August 3rd, 2016|

The selection of the person to serve as Executor of your Will or Trustee of your Trust is an important decision which requires careful consideration. The selection of a family member may seem obvious, but in some situations this is can lead to turmoil and family divisions. It is essential that you trust the person […]

Can You Go Through Probate Without an Attorney?

By |July 27th, 2016|

After the passing of a loved one, the thought of facing the probate court can be daunting; it is a complicated and intimidating process with decisions which have significant financial and legal consequences. A common thought is whether an attorney is necessary, or whether it can be done alone.

The simple answer is: yes, you can […]

How Much Do Probate Attorneys Cost?

By |July 23rd, 2016|

The most common concern about hiring an attorney for a probate is the cost, this concern is usually uninformed, and understanding probate attorney’s fees is essential in deciding whether to hire one. Here’s what you need to know about probate attorneys’ fees.

The main reason beneficiaries and administrators make the ill-advised decision not to hire an […]

Top 5 Mistakes Made When Filing Probate Alone

By |July 21st, 2016|

Technically, individuals can attempt to file a probate without an attorney. Navigating the probate court alone, however, can lead to a number of common mistakes, which can lead to serious consequences.
Probate is an extremely complex legal endeavor, which, unfortunately, is typically coupled with the emotional toll of the loss of a loved one. Despite the […]