by Kelley Way | Aug 4, 2025 | Estate Planning
Cutting someone out of your estate plan is a difficult but sometimes necessary decision. Not every family is happy, and not every child deserves an inheritance. Once you realize you need to disinherit your kid, the next thing to consider is: how to make it stick so...
by Kelley Way | May 5, 2025 | Estate Planning
Your gun-loving uncle has just passed, and you’ve been named executor of his estate. You’re checking out his house, and you’re tripping over firearms everywhere you go. Even his underwear drawer has some guns stashed away. You have to deal with all these guns, but you...
by Kelley Way | Apr 7, 2025 | Estate Planning
It’s a legitimate question: Do I really need a lawyer to draft my estate plan? There are many DIY estate plan options out there, and lawyers charge a lot of money to put a will and trust together for a client. So why pay for an attorney if you can get a boiler-plate...
by Kelley Way | Mar 3, 2025 | Estate Planning, Real Estate
A common question I’m asked is: What’s the best way to give my house to my kids? In most cases, parents want their kids to inherit their property with a minimum of taxes owed. This is particularly true of the family house, which kids may want to keep in the...
by Kelley Way | Feb 3, 2025 | Estate Planning, Real Estate
Changes to the Rules in 2025 The California legislature passed a law in 2024, taking effect on April 1, 2025, that makes some significant changes to situations where real property (i.e., land) can be passed on without having to go through probate. For those not in the...
