Davidson Estate Law

"How to Plan Your Estate (When You Never Have Time to Yourself)" https://www.davidsonestatelaw.com/how-to-plan-your-estate-w

How to Create Stability for your Bay Area Family in these Tumultuous Times https://www.davidsonestatelaw.com/how-to-create-stability-f

On Memorial Day, one of the most important days of the year, the staff at Davidson Estate Law would like to extend our gratitude to members of the military who perished fighting for our nation. Have a safe Memorial Day.

Have you created an #AdvanceHealthDirective? If not, then you may have your #Healthcare wishes ignored if you become incapacitated due to the #Coronavirus. Learn more about the potential risks of not having an #AdvancedHealthcareDirective during the #Pandemic. https://davidsonestatelaw.com/express-your-wishes-for-end-/

Our firm wishes all mothers a Happy Mother's Day!

Are you doing something special for your loved ones this #ValentinesDay? We hope your day is filled with family, friends and cherished moments. - Davidson Estate Law

Is #EstatePlanning something that you would like to accomplish in #2020? If so, then you may be wondering about the costs associated with a #Will or #Trust. Our #Oakland #Attorneys review some of these costs in the following article. http://bit.ly/2UlgAOu

While this #Easter will be different, we hope everyone has a happy and peaceful holiday. Look after each other and stay safe! Davidson Estate Law

There are many reasons why you need a lawyer for #probate in #California. Here are the top three! #Oakland https://bit.ly/2UFFPuP

A solid #EstatePlan involves more than just drafting a will. For some people, establishing a #LivingTrust as an estate plan component is critical. Visit our website to see the five reasons to consider a revocable living trust. #BayArea #EstatePlanning http://bit.ly/2CZu9t5

Do I need a lawyer for probate? This is a question you may ask yourself when going through estate issues. Probate is a court process that is often lengthy and complex. During this time, families should turn to a lawyer to help them handle problems that may arise. But how do you know if you need a lawyer for probate? Here are the top three reasons why you may need a lawyer immediately during the probate process. [ 481 more words ] https://davidsonestatelaw.com//top-three-reasons-why-you-/

Looking to create a #Will or #Trust? Our #Oakland #EstatePlanning #Attorneys offer a free consultation. Review the many benefits of hiring our #Lawyers in the following article. http://bit.ly/2FQC9OG

There is no shortage of ways to help the less fortunate during the #Coronavirus outbreak. Here are some of the most effective ways to do so: https://wapo.st/39cffxv

One of the most commonly held misconceptions is that "anyone can write their own will." While do-it-yourself (DIY) will packages are available online, many people make serious mistakes when attempting to create their own estate planning documents. For example, you may structure your assets in a way that allows them to be heavily taxed. This is why you need an estate planning lawyer from the very beginning. [ 497 more words ] https://davidsonestatelaw.com//five-benefits-of-hiring-ou/

Preparing for the arrival of a newborn is an exciting task. However, many people forget that #EstatePlanning is an important part of this process. Here is a list of documents that will help you create an #EstatePlan that protects your future child. http://bit.ly/2Nd8x2b

Feeling lucky to have each other during this difficult time for our nation. Happy #StPatricksDay! Davidson Estate Law

Wishing you a Happy New Year with the hope that you will have many blessings in the year to come. Davidson Estate Law #NewYearsDay

Let us look back at the past year with the warmest of memories. Stay safe when celebrating the New Year! Davidson Estate Law #NewYearsEve

Leaving behind your estate and assets without a #Will or a #Trust means forfeiting your say in how your #Estate will be distributed. Crafting a valid will, trust, and #EstatePlan can help you avoid these unwanted complications. #BayArea #EstatePlanning http://bit.ly/2ZZJAiX

Does your estate plan need revisions under the #SECUREAct? Our #EstatePlanning lawyers in #California discuss the death of the #StretchIRA and more. See our latest article on the SECURE Act http://bit.ly/37wQds9

May your heart and home be filled with all of the joys the festive season has to offer. Merry #Christmas! - Davidson Estate Law

There is more to California #EstatePlanning than drafting a #Will. It involves a deeper analysis of your estate, your circumstances, and your lifestyle. See our recent post to find out more about the 4 key components of #California estate planning. http://bit.ly/38SHwdo

The SECURE Act is a bipartisan piece of legislation that went into effect on January 1, 2020. It is the first major piece of legislation passed concerning retirement since 2006. As such, it has important estate planning implications. Contact our estate planning lawyers in California to find out whether your estate plan needs revisions to account for the SECURE Act. [ 558 more words ] https://davidsonestatelaw.com//why-you-should-revise-your/

Is estate planning on your list of resolutions for the #NewYear? Here are answers to commonly asked #EstatePlanning questions to help get you started. #BayArea http://bit.ly/2PvWKO4

Happy #Thanksgiving everyone! May your home be filled with laughter and happiness during the #holiday season. - Davidson Estate Law

A solid estate plan involves more than just drafting a will. For some people, establishing a #LivingTrust as an estate plan component is critical. Visit our website to see the top five reasons you need a living trust. #BayArea #EstatePlanning http://bit.ly/2CZu9t5

"On this Veterans Day, let us remember the service of our veterans, and let us renew our national promise to fulfill our sacred obligations to our veterans and their families who have sacrificed so much so that we can live free." - Dan Lipinski

Why do you need an Estate Plan or a Trust? Peace of mind. It’s about everyone you love and everything you own. A properly funded #EstatePlan, including a Living Trust, protects you and your family during life and ensures that your estate will pass on to whom you want, the way you want, when you want, and with as little cost and time delay as possible. For a free consultation with one of our attorneys, call (510) 570-1933. http://bit.ly/2neXR92

Wishing everyone in the #BayArea a happy and safe #Halloween! - Davidson Estate Law

One of the most important decisions you can make in life is what will happen to your estate and your loved ones after you are gone. Many people think a will is enough to protect their loved ones from probate, but a living trust has major advantages. To learn which estate planning document is best for your situation, it is important to speak to an experienced and skilled Oakland estate planning lawyer.

Estate planning, #trusts, and #probate are intricate areas of the law that can have unintended, costly, time consuming, and sometimes disastrous consequences if done incorrectly. Need help figuring out your next step? Our attorneys are here to help. Contact us for a free no-obligation consultation. http://bit.ly/2lv7K1X

What is probate? #Probate is a process carried out after the death of a loved one to distribute his or her estate to family members. How is this process impacted when an estate is left without a will? See our article for the answer to this question http://bit.ly/2ZZJAiX

Probate is a process carried out after the death of a loved one to distribute his or her estate to family members. Without a will or a trust, the California probate court will appoint an administrator to oversee the probate process for the deceased’s estate. Probate law provides a priority list for designating this administrator. The court usually chooses the deceased’s closest living relative for this appointment. [ 426 more words ] https://davidsonestatelaw.com//probating-an-estate-withou/

On this Patriot Day, may we honor the victims and survivors of this tragic event, and we also honor the families of those who were lost. Never forget!

When you are a #homeowner in #California, it's important to know all of your options. The simple revocable transfer on death deed option is one that could help simplify what could be an expensive and complicated process. It might be an option for you. http://bit.ly/2NV8EjV

Wishing you a safe and enjoyable Labor Day!

Here is an amazing worksheet that several of our clients use.

How do you avoid probate in California? Our recent article outlines a few of the best ways to avoid the probate process and the costs associated with it. If you have any questions about the #probate process or estate planning, please contact our Bay Area estate planning Law Firm. We offer free consultations.

Did you know that California law doesn't require estates worth $150,000 or less to go through the full probate process? Read our article to learn more about the simplified process you can use instead. #probate #lawyer

Is it time to update your estate plan? Updating your estate plan has been found to be equally as important as creating one. Check out our article to learn more. #estateplanning

Your digital assets are important in your estate plan as well. Check out this article for tips on how to better protect your digital information.

Is Now the Time to Remodel Your Old Trust? There are several reasons why you should update your existing trust or perhaps your entire estate plan. While estate planning documents do not necessarily have a shelf life, they may not fulfill your goals when your circumstances change. Of course, having estate planning documents that are up-to-date is critical, but how do you know when you should make changes? [ 1,854 more word ] https://davidsonestatelaw.com//is-now-the-time-to-remodel/

Three Keys to Protecting Yourself from a Rogue Executor Unfortunately, sometimes a death in the family can bring out the worst in people. Indeed, family resentments sometimes simmer during a time of grieving - particularly when money and assets from the deceased’s estate are involved. If you are a beneficiary under a loved one’s estate plan, you may be under the assumption that those assets will be distributed according to his or her wishes. [ 1,742 more word ] https://davidsonestatelaw.com//three-keys-to-protecting-y/

Saying "I Love You" With Your Estate Plan While saying the words I love you is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete way to care for your family in the long run. This is because doing so will help prevent your surviving family members from scrambling to figure out what to do next while they are still in the grieving process. [ 1,605 more word ] https://davidsonestatelaw.com//saying-i-love-you-with-you/

Legal paperwork cheatsheet: A guide to the top 12 must-have documents Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a bureaucratic mess after you pass away or become incapacitated. Aside from mourning your passing or a significant deterioration in your health, this will cause the family additional stress. [ 1,921 more word ] https://davidsonestatelaw.com//legal-paperwork-cheatsheet/

How is a corporate trustee different? In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee owns the assets, enters into contracts on behalf of the trust, manages the trust’s investments as its trustee, and follows the trust’s instructions on making distributions. A trustee can be one person, multiple people, or a company. [ 1,632 more word ] https://davidsonestatelaw.com/2019/02/01/template/

In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee owns the assets, enters into contracts on behalf of the trust, manages the trust’s investments as its trustee, and follows the trust’s instructions on making distributions. A trustee can be one person, multiple people, or a company. [ 344 more words ] https://davidsonestatelaw.com/2019/01/25/template/

Do you really need a trust? Brought to you by Davidson Estate Law. Although many people equate estate planning with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate planning tools (such as joint tenancy, transfer on death, beneficiary designations, to name a few), only a trust provides comprehensive management of your property in the event you can’t make financial decisions for yourself (commonly called legal incapacity) or after your death. [ 650 more words ] https://davidsonestatelaw.com//do-you-really-need-a-trust/

Estate Planning: Why Me, Why Now, and Is a Will Enough? Brought to you by Davidson Estate Law. You have worked hard for years, have family members and friends you care about, and have approached a time in your life when estate planning sounds like something you should do, but you are not exactly sure why. You may feel that you are not wealthy enough or old enough to bother or care. [ 709 more words ] https://davidsonestatelaw.com//estate-planning-why-me-why/

Wills, Trusts & Dying Intestate: How They Differ Brought to you by Davidson Estate Law. Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an estate plan prepared because we don’t understand the nuances between wills and trusts and dying without either. [ 741 more words ] https://davidsonestatelaw.com//wills-trusts-dying-intesta/

There’s Never A Better Time Than Now To Get Your Affairs in Order Brought to you by Davidson Estate Law. The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy holiday season. But, getting started is much easier than you think. In fact, the end of the year is a good time to reflect upon the year that has passed and focus on your aspirations for the future. [ 515 more words ] https://davidsonestatelaw.com//theres-never-a-better-time/

Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent Brought to you by Davidson Estate Law. There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of enough money. In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan. [ 585 more words ] https://davidsonestatelaw.com//four-reasons-why-estate-pl/

5 Reasons to Protect Your Retirement Accounts Now Brought to you by Davidson Estate Law. During your lifetime, your retirement account has good asset protection, but as soon as you pass that account to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Your heirs could be left penniless. [ 366 more words ] https://davidsonestatelaw.com//5-reasons-to-protect-your-/

Why receiving an inheritance changes your estate plan Brought to you by Davidson Estate Law: Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does not know what to do with the new asset and runs into financial trouble, squandering most, if not all of it. This could happen due to the inheritor having outstanding creditor issues or tax troubles or being inexperienced with managing the new assets. [ 514 more words ] https://davidsonestatelaw.com//why-receiving-an-inheritan/

What Estate Planning Awareness Means For You Brought to you by Davidson Estate Law: The third week of October is National Estate Planning Awareness Week (Oct. 15-21, 2018). Estate planning is important for everyone regardless of wealth or family status because if you become incapacity or pass away without an estate plan, you are leaving the distribution of your assets subject to state law and the results may not be what you want or expect. [ 374 more words ] https://davidsonestatelaw.com//what-estate-planning-aware/

How to Successfully Make a Large Gift to Your Children or Grandchildren Brought to you by Davidson Estate Law: What constitutes a large gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit of planning can really help avoid negative consequences. This is particularly true if the gifted amounts are over $15,000.00, will be gifted in property, will be gifted on a regular basis, or if the gift givers -- whether parents or grandparents -- hold assets that are over $11 million. [ 364 more words ] https://davidsonestatelaw.com//how-to-successfully-make-a/

Beneficiary Designations and a Blended Family: Why You Need to Think Before You Sign Brought to you by Davidson Estate Law: Whether you are in your first marriage or have remarried after a divorce, blended families are a common part of modern society. That being said, it is important to understand that blended families and subsequent marries create important and unique issues when it comes to estate planning. [ 568 more words ] https://davidsonestatelaw.com//beneficiary-designations-a/

Your Post-Honeymoon Legal Checklist Brought to you by Davidson Estate Law. Your wedding is over, and the day was absolutely perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and watch the rest of the years ahead unfold before your eyes. [ 367 more words ] https://davidsonestatelaw.com//your-post-honeymoon-legal-/

Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds Brought to you by Davidson Estate Law. If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the property will be titled. And, although joint tenancy seems like an easy and convenient choice, it may not work as well as you would think. [ 451 more words ] https://davidsonestatelaw.com//why-joint-tenancy-should-n/

Big Life Changes Often Mean Big Estate Plan Changes Brought to you by Davidson Estate Law. Many people who put together an estate plan do so when they start a family - assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to do, many people make few updates once the plan has been created, despite other key life events happening over the years. [ 763 more words ] https://davidsonestatelaw.com//big-life-changes-often-mea/

Do your parents have an estate plan? Brought to you by Davidson Estate Law. If you find yourself in the sandwich generation (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put together an estate plan. While it is still your parent’s choice to make estate planning decisions, having a plan -- no matter how late in life it is created -- is an absolute must. [ 582 more words ] https://davidsonestatelaw.com//do-your-parents-have-an-es/

Who Should Be Your Successor Trustee? Brought to you by Davidson Estate Law. If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually, someone will need to step in for you when you are no longer able to act due to incapacity or after your death. [ 613 more words ] https://davidsonestatelaw.com//who-should-be-your-success/

How to Pick a Trustee, Executor, and Agent Under a Power of Attorney Brought to you by Davidson Estate Law. While the term fiduciary is a legal term with a rich history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to make decisions in your and your beneficiaries’ best interests and in accordance with the instructions you leave. [ 729 more words ] https://davidsonestatelaw.com//how-to-pick-a-trustee-exec/