Estate Planning

Revocable Trusts Versus Irrevocable – What You Need to Know

Proper estate planning is an important matter—but in the event of your death, not having an estate plan for your assets can make things difficult and costly for your loved ones. Without a properly drafted estate plan conveying your wishes, everything you have worked hard to achieve and protect will be controlled and distributed according to the State of California! Don’t let that happen!A Revocable Living Trust directs how your assets will be distributed and enables your successor trustee to carry out your instructions when [...]

October 28th, 2024|Estate Administration, Estate Planning|
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Estate Planning in Palm Springs: Why Your Zip Code Matters

As a Palm Springs resident, you're part of a unique community with specific estate planning needs. From our vibrant LGBTQ+ population to our thriving retiree community, your Palm Springs zip code plays a crucial role in shaping your estate plan. Let's explore why location matters when it comes to protecting your legacy in our desert oasis.1. Protecting LGBTQ+ Partners and FamiliesPalm Springs is renowned for its welcoming LGBTQ+ community. If you're part of this community, it's essential to ensure your estate plan fully protects [...]

October 23rd, 2024|Estate Planning, LGBTQ Estate Planning|
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Jane’s Estate Plan

I recently had a client we will call Jane Doe. Jane came to me concerned about creating her estate plan to protect the important people in her life. Jane has a daughter, Mary, and a son, Michael. Jane's first husband (Mary & Michael's father) died 20 years ago. Jane is now living with a male companion, Joseph; they are not married. Jane and Joseph have been living together for about 5 years and are enjoying their retirement together in Southern California. Jane's daughter Mary lives [...]

October 16th, 2024|Client Stories, Estate Planning|
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Intestate Succession: Protecting Your Legacy When There’s No Will

At the Law Offices of Eric A. Rudolph, P.C., we often see the unintended consequences when someone passes away without a will. This situation, known as dying "intestate," can leave your loved ones facing complex legal challenges. Let's explore what intestate succession means for you and your family.Understanding Intestate SuccessionWhen you die without a valid will, state laws determine how your assets are distributed. This process, called intestate succession, may not align with your wishes or your family's needs.How Your Assets May Be DistributedUnder [...]

October 14th, 2024|Estate Administration, Estate Planning|
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Your Advance Health Care Directive

Your Advance Health Care Directive allows you to make important health care decisions and designate an agent to carry out your wishes in the event you are incapacitated. A "Living Will" and "Power of Attorney for Health Care" are similar documents used in other states, but in California, the Advance Health Care Directive (“AHCD”) is the estate planning document that is used to let your wishes regarding medical decisions be known.

August 25th, 2024|Estate Administration, Estate Planning|
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Estate Planning for Same Sex Couples

Are you in a same-sex relationship? Are you married or domestic partners? Have you and your same-sex partner talked to an estate planning attorney, or even given estate planning a second thought? If not, you need to consider doing so sooner rather than later, not only to protect your partner, but to protect yourself as well.Each state provides a default estate plan if you fail to plan your estate. This default estate plan comes in a one-size-fits-all rule for what happens to your property [...]

August 16th, 2024|Estate Planning, LGBTQ Estate Planning|
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Reasons to Update your Will or Trust

Once a person makes a last will or living trust, they often will put it in a safe at home or safe deposit box at the bank and forget about it. However, there are many reasons to review and update your living trust and other estate planning documents. Below is a checklist of events that may prompt you to update your estate planning documents:

August 8th, 2024|Estate Planning|
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