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Investing Inherited Wealth

Under California law, anyone can draft their own will, which is acceptable. However, if you choose not to draft your own will, it is crucial to understand that only an attorney is legally permitted to draft a will for someone else.Do It YourselfDrafting your own will can be risky because personally...

  • By Bernie Stephan
  • Dec 10, 2025
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Lose the Smell Before You Sell

The effect of odor in selling real property can be subtle but persuasive. The visual impression is one thing. Most people are objective about that. However, the smell of property can register a subconscious impression before any visual beautification efforts reach a potential buyer’s conscious impre...

  • By Bernie Stephan
  • Dec 10, 2025
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Anyone can Draft their own Will

Under California law, anyone can draft their own will, which is acceptable. However, if you choose not to draft your own will, it is crucial to understand that only an attorney is legally permitted to draft a will for someone else.Do It YourselfDrafting your own will can be risky because personally...

  • By Bernie Stephan
  • Dec 9, 2025
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Liquidating Personal Property

One key task when managing an estate might involve liquidating personal property. While some estates may lean toward professional auctions or estate sales, others, especially smaller estates, might opt for a more DIY approach like a garage or yard sale. However, it's important to approach this proce...

  • By Bernie Stephan
  • Dec 9, 2025
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Dispute Resolution for Estates

You're in the back seat of the family car. Mom and Dad up front. Your brother just took your GI Joe and you're done. At breakfast, he ate your bacon while you were in the bathroom and thought it was funny. He's a pain in the butt. The only thing holding you back is your baby sister asleep between yo...

  • By Bernie Stephan
  • Dec 9, 2025
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Grief is a Journey

Grief is a journey that everyone experiences differently, marked by deeply personal rituals, reflections, and emotions. When visiting a cemetery, for instance, the passage of time can become starkly apparent-graves no longer look as new, and the simple acts of care, like straightening a flag or brin...

  • By Bernie Stephan
  • Dec 9, 2025
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Death and Taxes

Taxes are a critical aspect of estate administration that executors must address with priority. In California, tax obligations precede many other financial duties, including debts to private creditors and even distributions to beneficiaries, as outlined in estate planning documents. Understanding th...

  • By Bernie Stephan
  • Dec 8, 2025
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Living Trusts with Homes

Understanding Living Trusts for Real Estate: A Guide for HomeownersAs a homeowner, managing your assets effectively is crucial for planning your estate, and one valuable tool at your disposal is a living trust. This legal arrangement can significantly impact how your real estate is handled in the fu...

  • By Bernie Stephan
  • Dec 8, 2025