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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|Uncategorized|

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 Succession When 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 [...]

October 14th, 2024|Uncategorized|

Probate and Estate Planning

As a Palm Springs estate planning attorney, I've seen firsthand how the probate process can impact people. When a loved one passes away in California without an estate plan, their assets often go through probate - a court-supervised process that can be difficult, confusing, lengthy and expensive Probate typically takes 12 to 18 months, but can extend to years for complicated estates or if a dispute arises. This lengthy process can be emotionally draining. Probate costs often range from 3% to 7% of the total [...]

September 30th, 2024|Uncategorized|

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.

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 [...]

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|

Understanding Estate Planning

Estate planning is a crucial but often overlooked aspect of financial and property management. It involves preparing for the transfer of your assets in the event of your death or incapacity. This process ensures that your wishes are honored, and your loved ones are taken care of, minimizing potential disputes and legal complications.Estate planning is not just for the wealthy; it is essential for everyone! Without a plan, your estate will be subject to California law, where the state decides how your assets are [...]

July 23rd, 2024|Estate Planning|
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