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Probate and Estate Planning

Recent Posts in Probate and Estate Planning Category

  • A Deeper Look into Probate, Last Wills and Revocable Living Trusts

    In a previous article, I shared a few stories about some eccentric persons’ last wills. Although the wills provided some entertainment value, most likely, none of you garnered a lot of useful information from reading them. I merely reinforced the notion that you should plan for your death. No news flash there. Unfortunately, as an estate planning attorney, I deal with taboo subjects like death and ...
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  • Gay Married Couples Can Now Avoid And/Or Delay Paying Federal Estate and Gift Taxes

    Recently, the IRS ruled that same-sex married couples can file federal joint returns, even if their state does not recognize their marriage. In addition, gay couples can now avoid or delay paying federal estate taxes because couples can transfer property to each other without incurring federal tax consequences. Married couples can pass an unlimited amount of property to their spouse without ...
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  • Beneficiaries' Rights and No Contest Clauses in Trusts

    Many times, clients plan ahead and have an experienced lawyer draft an estate plan which includes a trust. The clients then duly transfer their assets into the trust. As a result, when they die, their heirs do not have to go through the California probate process because their property will be distributed by their named successor trustee pursuant to their wishes as outlined in the trust. ...
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  • Trust Provisions Result in 30-Year-Old Billionaire, Youngest in America

    In-N-Out Burger has been family owned since the first simple stand opened in the late 1940s and upon turning 30 years old, Lynsi Torres has inherited half of the company. Since it was first established by Torres' grandparents, Harry and Esther Snyder, in 1948, family members have always owned the restaurant and as a result, the restaurant has expanded into a very popular and successful chain. ...
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  • Learn More about the Finlay Law Group!

    Every adult should be planning for their future by creating a will or trust that they can pass on to future generations. Whether you are newly married and want to include your spouse in your estate plans, or are a grandparent of seven grandchildren and want to apportion your assets to them all equally, it is best to have assistance when creating documents that could affect your future. Oftentimes ...
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  • Welcome to My Blog!

    At Finlay Law Group, APC , I am intent on providing answers, information, and legal assistance to my clients. Check back frequently for helpful information and tips regarding probate , trusts , and other estate planning issues.
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