Category: Estate Planning

At Chauvel & Glatt, we encounter clients that are halfway through the administration of an estate and realized they made the mistake of representing themselves.

In the current real estate market, it is difficult if not impossible for young individuals to purchase a home on their own. Often times, parents will step

Typically, a conservatorship is necessary when a Conservatee did not create a proper and complete estate plan. By failing to do so, a family member

We often encounter married clients who have revocable trusts prepared years ago which mandate creation of multiple trusts at the death of the first spouse (Decedent’s, Marital

Digital assets as defined in the California Probate Code are “electronic record(s) in which an individual has a right or interest.” Cal. Probate Code §871(h) These accounts include your

A properly prepared estate plan will allow you to designate specific beneficiaries for all your assets, appoint trustees to manage your assets in case of death or

Many Bay Area people collect valuable personal property such as cars, motorcycles, musical instruments, jewelry, and/or fine art. These items need to be considered separately

For anyone that is a trustee of a trust or power of attorney for a principal, you know that you have quite a lot of control over

November is upon us, 2017 will soon come to an end. Often times in January, we encounter clients whose New Year resolution is to complete

Bringing a new addition into the family is a milestone which necessitates that you revisit and revise your estate plan. If you had an estate plan