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  • what documents comprise a complete estate plan
    Wills

    What Documents Comprise A Complete Estate Plan?

    BySteve Bliss September 26, 2025September 27, 2025

    In California, a complete estate plan requires more than just a will. While a will is an important document, it only addresses asset distribution after death and does not account for incapacity, healthcare decisions, or strategies to avoid probate. A complete estate plan is designed to protect both the individual and their family during life…

    Read More What Documents Comprise A Complete Estate Plan?Continue

  • a will in california is a legally binding document that outlines how property should be distributed after death
    Wills

    Is estate planning the same as a will?

    BySteve Bliss September 26, 2025September 27, 2025

    Many people in California mistakenly assume that estate planning and a will are the same. In truth, a will is only one part of the larger process of estate planning. California law provides specific requirements for each, and failing to understand the difference can leave families vulnerable to lengthy court proceedings or unexpected costs. While…

    Read More Is estate planning the same as a will?Continue

  • a valid will is the cornerstone of estate planning in california
    Wills

    What Makes a Will Valid?

    BySteve Bliss September 26, 2025September 27, 2025

    A valid will is the cornerstone of estate planning in California. It ensures that an individual’s wishes are carried out after death and prevents unnecessary disputes among heirs. California law has specific requirements that must be met for a will to be legally enforceable. Understanding these rules can help individuals avoid costly mistakes and give…

    Read More What Makes a Will Valid?Continue

  • in california, estate planning and wills are related but not the same.
    Wills

    Is a handwritten will legal?

    BySteve Bliss September 26, 2025September 27, 2025

    In California, estate planning and wills are related but not the same. A will is a single legal document that outlines how assets are distributed after death, while estate planning is a comprehensive process that can include a will along with other legal instruments. Understanding the distinction is essential because California law requires specific procedures…

    Read More Is a handwritten will legal?Continue

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  • Home
  • Estate Planning
    • Last Will & Testament
      • Wills
      • Testator
      • Naming the Testator
      • Domicile Requirement
      • Legal Capacity
      • Beneficiaries
      • Executor Duties
      • Guardianship
      • Assets
      • Debts & Taxes
      • Attestation
      • Codicils
      • Probate Issues
      • WIll Legal Requirements
    • Power of Attorney
      • General POA
      • Durable POA
      • Limited POA
      • Medical POA
      • Springing POA
      • Financial POA
      • Parties Involved
      • POA Legal Requirements
      • POA Scope & Limitations
      • POA Uses & Applications
      • POA Creation Process
      • POA – Revocation and Termination
      • POA Legal Protections and Risks
      • POA International Considerations
    • Advance Health Care Directives
      • The AHD
      • Legal Framework of AHD’s
      • Directive Types
      • Stakeholders
      • Scope of Medical Decisions
      • Ethical and Religious Considerations
      • Registration and Accessibility
      • Public Policy and Education
      • Related Legal Instruments
    • Estate Tax Planning
      • Tax Planning
      • Lifetime Gifting
      • Trust Structures
      • Valuation Strategies
      • Marital Deduction Planning
      • Generation-Skipping Transfer Tax
      • Charitable Planning
      • Life Insurance Strategies
      • Compliance & Reporting
      • International Considerations
    • Business Planning
      • Business Succession Planning
      • Legal Structures
      • Succession Planning – Trusts
      • Corporate Formations
      • Tax Implications
      • Valuation Discounts
  • Trusts
    • Revocable Living Trusts
    • Other Types
      • Blind Trusts
      • Bypass Trusts
      • Charitable Trusts
      • Irrevocable Trusts
      • Life Insurance Trust
      • Testamentary Trusts
      • Grantor Retained Annuity Trust
      • QTIP Trusts
      • Qualified Personal Residence Trust
      • Dynasty Trust
      • Generation-Skipping Trusts
    • Trust Administration
    • Trust Litigation
    • Legal Framework of Trusts
    • Key Participants
    • Funding and Assets
    • Common Pitfalls
  • Probate
    • Probate Petition
      • Probate Court
      • Notice of Petition
      • Probate Hearing
      • Letters Testamentary
      • Letters Administration
    • Probate Administration
      • Case Management
      • Final Distribution and Closing
      • Roles & Responsibilities
      • Probate Court System
      • Specific Considerations
    • Inventory & Appraisal
    • Types of Probate
      • Key Parties
      • Probate Assets
      • Non-Probate Assets
      • Governing Law
      • Fees & Costs
      • Tax Implications
    • Probate Litigation
      • Contesting a Will
      • Intestate Succession Conflicts
      • Creditor Claims Disputes
      • Omitted Heirs and Pretermitted Children
      • Fiduciary Misconduct
      • Trust Litigation in Probate
      • Beneficiary Rights and Remedies
      • Elder Financial Abuse
      • Procedural Considerations
      • Remedies & Outcomes
      • Governing Legal Authorities
      • Jurisdictional and Venue Issues
    • Creditor Claims
    • Final Accounting
    • Final Distribution
    • Closing the Estate
    • Alternatives to Probate
  • Bankruptcy
    • Chapter 7
      • Credit Counseling
      • Means Test
      • Meeting of Creditors
      • Liquidation of Assets
      • Exemptions
      • Secured vs. Unsecured Debts
      • Student Loans and Taxes
      • Required Forms and Paperwork
    • Chapter 13 vs. Chapter 7
    • Chapter 13 Bankruptcy
      • Chapter 13 Bankruptcy Process
      • Ch. 13 Debt Plan
      • Mortgage Arrearages
    • Chapter 11 Bankruptcy
      • Chapter 11 for Individuals
      • Subchapter V
      • Bankruptcy Process and Timeline
      • Business Reorganization and Operations
      • Debtor-in-Possession
      • What Happens After Chapter 11
      • Lien Stripping and Cramdowns
      • Trustee and Creditors’ Committee
      • Lawsuits & Defense
    • Bankruptcy Fees
    • Client Profile
  • About Us
    • Clients Served
      • Individuals
      • Families
      • High Net Worth Clients
      • Professionals & Executives
      • LGBTQ+ Clients
      • Immigrant Clients
      • Complex Assets
  • Contact