Posts Tagged "san diego probate attorney"

Money and Trusts, Frequently Asked Questions

Posted on Mar 8, 2016 in Estate Planning, San Diego Lawyer | Comments Off on Money and Trusts, Frequently Asked Questions

Money and Trusts, FAQ Marty Schneider, the Retirement Professor, asked me questions the following questions on our radio show today: What happens to money outside of the Trust when the trust creator dies? The money must be transferred to the Trust but may require court orders to make the transfer. Smaller amounts of money can be transferred through the use of Affadavits. How can you make sure that life insurance is in the Trust? You can look in our your original policy or ask the insurance administrator or company to provide that information. How can you make sure the bank accounts are in...

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What is Probate? San Diego Probate Attorney

Posted on Apr 29, 2014 in California Probate, Estate Planning | Comments Off on What is Probate? San Diego Probate Attorney

What is Probate? To some people, “probate” is just another one of those legal words they’ve heard but don’t understand. For those who’ve been through probate the word is associated with losing a loved one, money trouble, stress, courts, and all too often, rough times. Even so, many still are left asking the, what is probate?   As the California Courts official website states:   Losing a loved one is a sad and difficult time for family, relatives, and friends. In addition, those left behind must often figure out how to transfer or inherit property from the person who has died. To do...

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