Articles

When planning your California estate, determining the fate of your family home after your passing is crucial. One option is the right of occupancy, allowing your surviving spouse or domestic [...]

A Will and a Trust are both common tools used when creating your estate plan. Both documents assist your loved ones in determining your last wishes as it applies to all of your worldly assets, [...]

One of the basic goals when planning your estate is to minimize to the extent possible any money due to the federal government, thereby maximizing your future beneficiary’s inheritance. Tax [...]

Navigating child care situations can become complex, especially when parents are temporarily unavailable or permanently unable to care for their children. While a formal court-ordered [...]

This blog article responds to questions we frequently receive about trust funding. The failure to properly fund a trust often has adverse consequences that are preventable. At Naimish & Lewis, we [...]

Often portrayed in movies by families fighting over a large inheritance left by the rich benefactor who may, or may not, have lost their marbles (insert plot twist), capacity can be a major issue [...]

Trusts are powerful tools in estate planning. Every trust is a unique, customizable document that empowers its creator to establish a plan for the distribution of their estate. A well-crafted, [...]

An issue that frequently arises in estate planning is the reassessment of property taxes. In California, property taxes are based on the assessed value of the property. When a property is sold or [...]