Probate is the legal process of passing property from a deceased person to their beneficiaries or heirs. This process is managed by the probate courts. Most people like to avoid probate because of the time and cost involved in the process.
If you are a Trustee, you are responsible to all of the beneficiaries. It’s important that you know your duties and carry them out efficiently. The administration of a trust can be a lot of work. Trust assets must be valued. Tax returns must be filed. Investments must be managed. Records must be kept.
Sometimes, it’s helpful to clarify, or modify, the rules of marriage before you get married. These are called prenuptial agreements, prenups, or premarital agreements. If you want to protect your wealth, you need to understand what can and can’t be included in a prenup to avoid the common pitfalls.
Unfortunately, there are people in this world that will take advantage of the elderly. It’s not unusual to see professionals, caregivers, or even relatives unlawfully take money or property from elders.
Directions from San Ramon:
Take 680 North. Exit on Sycamore Valley Blvd. Turn left on Sycamore Valley Road West.
Turn right onto San Ramon Valley Blvd. San Ramon Valley Blvd turns into Hartz Ave as you make a slight left. Our office will be on the left at 571 Hartz Ave.
Directions from Walnut Creek:
Take 680 South. Take Exit 39 towards Danville and Diablo Road. Merge right onto Diablo Road.
Turn left onto Hartz Ave. Our office will be on the right side at 571 Hartz Ave.