On behalf of The Law Offices of William S. Dunlevy | Sep 9, 2019 | Estate Planning
Not every estate needs to go through a lengthy probate process. If an estate is valued at a small enough amount, California residents who are heirs or beneficiaries can inherit the property or assets of a deceased relative by filing a small estate affidavit for...
On behalf of The Law Offices of William S. Dunlevy | Jul 9, 2019 | Estate Planning, Firm News
Whether someone is setting up an estate plan for the first time or they are making necessary revisions to their estate plan as a result of a personal injury settlement or a divorce, this can be a complicated and emotionally draining process. People may deal with a lot...
On behalf of The Law Offices of William S. Dunlevy | Jun 21, 2019 | Estate Planning, Firm News
When it comes to setting up an estate plan, there are many options, and there may be many factors to take into consideration. For example, if someone expects their marriage to end, they may be wondering how a divorce could affect their estate plan. Or, they may be...
On behalf of The Law Offices of William S. Dunlevy | May 31, 2019 | Estate Planning, Firm News
When they begin creating an estate plan, many people come across the phrase “death taxes” online or in conversations with others planning for the future. Generally, “death taxes” refers to estate taxes, gift taxes, and inheritance taxes. And...
On behalf of The Law Offices of William S. Dunlevy | May 17, 2019 | Estate Planning, Firm News
One important part of the estate planning process in California is determining what you leave to your children. Because an estate plan is hopefully created long before you die, situations may change with your beneficiaries and you may need to update your will. For...
On behalf of The Law Offices of William S. Dunlevy | Apr 16, 2019 | Estate Planning, Firm News
Your estate plan should not be static because your life is always changing. You may have put great care into the initial formation of your plan, but if you have not recently reviewed it, your plan is probably outdated.Some people get into a routine of reviewing their...
On behalf of The Law Offices of William S. Dunlevy | Apr 10, 2019 | Estate Planning, Firm News
There are many factors to consider when creating an estate plan and organizing those factors may seem daunting. You may feel stressed when faced with the task of gathering your information and getting your wishes in a legal document that will carry on after you pass....
On behalf of The Law Offices of William S. Dunlevy | Mar 19, 2019 | Estate Planning, Firm News
Most California residents know that estate planning involves creating a legal structure for dispersing one’s finances after his or her death. A will may also provide instructions for health care preferences, funeral arrangements and power of attorney. While it...
On behalf of The Law Offices of William S. Dunlevy | Feb 22, 2019 | Estate Planning, Firm News
Planning for the future and preparing for long-term care is not always an easy process. This is a smart step for California readers of all ages and income levels, yet there are a few common estate planning mistakes that can derail a person’s efforts and cause...
