by: Raymond Sheffield Avoiding Probate is often a key goal for clients in their estate planning. This article will give you eight examples of property that passes directly to your beneficiaries without the need for probate. 1. Property Passing Outright to the Surviving Spouse California has a very simple probate procedure for property that passes […]
b:y Raymond Sheffield The State of California has increased the amount that may pass through the Small Estate procedure by affidavit. The amount is now $150,000. This is a much needed increase from $100,000 previously. (more…)
Many of the advisor’s we work with have asked us to blog about marketing issues. Of course, they don’t put it quite like that. They ask questions on how to take care of clients, how to get new clients, and how to network. They want to know why we did our Boot Camps and were […]
Liz Chamberlin, Principal of Leland High School in the Almaden Valley is the years top principal according to the National Forensics League (Speech & Debate). I am proud to say that I was a member of the Speech & Debate team at Leland when I was in high school. (I even won a couple of […]
It’s All My Kids Fault 🙂 A recent article in the San Jose Mercury News suggested that young children may make parents less fit. As many of you know, my wife and I adopted two young girls from Russia a few years ago. They are 5 & 4 now. And I am out of shape. […]
My best friend from law school (Santa Clara University School of Law) was Hilary Newcomb. She is now a Trust & Estates Litigation attorney in Portland, OR. We work with her occasionally on our client’s litigation matters in San Jose. Because her billing rate is lower, it saves our clients money. Yesterday, she won her […]
Choosing a qualified Guardian for your children is one of the most difficult things my clients ever have to do. For many, they can’t do the rest of their estate planning until they resolve this issue. And then the planning doesn’t get done. Here are a few suggestions and tips to naming a Guardian for […]
