Probate is a challenge on multiple fronts for a wide range of reasons—and it occurs during a tough time in most people’s lives. One of the ways it becomes more so is when an estate includes real property spread across several states. Each state's unique probate laws and tax regulations must be factored into the overall process. You may feel completely overwhelmed if you own several properties or are a soon-to-be Read More
Guiding Minors’ Education as a Guardian: Key Responsibilities
The role of a guardian extends beyond primary care for a minor. With that in mind, it is essential to remember that guardians are responsible for guiding these children and supporting their educational needs. Because this responsibility is critical, take a moment to learn how to fulfill it effectively. What Are My Duties? A guardian's legal duty includes ensuring the minor receives adequate education. This duty Read More
Choosing the Right People for Your Estate Plan
When it comes to estate planning, it's about more than just assets like real estate, retirement accounts, and wealth. At its core, estate planning is about people. For you, your goal is to establish an estate plan that preserves your legacy and provides for loved ones. To accomplish this goal, you need to select the right people for the right roles in your estate plan. At Solan, Park & Robello, we Read More
The Holidays are the Perfect Time to Lean Into Estate Planning
The festive chimes of the holiday season are ringing in homes across California, with families coming together in preparation for the most wonderful time of the year. Your neighborhood is likely lined with holiday light displays, the kids in the street are excited as winter break nears, and everyone is feeling a little better now that the early-school year rush has calmed down. Of course, there’s a little bit of Read More
Capacity to Make Gifts and Do Estate Plans
Introduction: The ability to make gifts and devise estate plans is a crucial aspect of individual autonomy, yet it hinges on the legal concept of mental capacity. This exploration delves into the nuances surrounding capacity in the context of gift-making and estate planning. Defining Mental Capacity: In the realm of gift-making and estate planning, mental capacity is paramount. To embark on a Read More
Holographic Wills – Better Than Nothing and Very Simple
Introduction: In the realm of estate planning, holographic wills present a seemingly simple alternative. However, their minimalism raises questions about their effectiveness. Let's delve into the nuances of holographic wills. Section 1: Understanding Holographic Wills: Holographic wills, handwritten testaments without the need for witnesses or notaries, offer a straightforward approach to finalizing one's Read More
The Power of Words: Enforceability of Oral Promises in Legal Context
Oral Promises - Are They Enforceable? Introduction: Verbal agreements, though commonplace, often lead to questions about their legal standing. In this exploration of oral promises, we unravel the complexities surrounding their enforceability. Section 1: The Basics of Contract Law: Contract law is the foundation upon which the enforceability of oral promises rests. A valid contract comprises an offer, Read More
Navigating Legal Conversations During Holiday Gatherings: Top 5 Topics to Discuss
Top 5 Things to Discuss When Home for the Holidays Introduction: The holiday season, with its warmth and family gatherings, provides an ideal setting for important conversations. When you're home for the holidays, consider these top five discussions to ensure a harmonious and well-informed family environment. Estate Planning and Wills: Being together presents a prime opportunity to discuss estate Read More
Administering the Trust of a Loved One
Being the trustee of a trust is a role that comes with honor and significant responsibility. Someone holds you in high regard, trusting you with the execution of their wishes even after they’re gone. Given the gravity of this responsibility, it's essential to understand the unique responsibilities of this role as well as the steps of California trust administration. We want to help you through this process so Read More
Why Estate Planning is Vital for People of All Races
We want to be frank with you: Some demographics are missing out on the many benefits of estate planning. The team here at Solan, Park & Robello wants to change that. We believe estate planning is for everyone. A recent study shows that African American estate planning, in particular, is lagging behind. There are likely a number of factors at play here. Undeniably, a large part of the issue stems from wealth Read More