Estate Planning Blog | California Estate Planning Attorney Keyes Law Group

The Impacts of California’s Assembly Bill 133

In an effort to enhance data exchange and improve healthcare coordination, California enacted Assembly Bill 133 (AB 133). This groundbreaking legislation establishes the California Health and Human Services Data Exchange Framework, the nation’s first statewide bidirectional data exchange framework. AB 133 aims to foster a more interconnected healthcare ecosystem by facilitating the secure and efficient […]

Can an LLC Help My Kids Avoid California Property Tax Reassessment?

In California, property tax reassessment is a significant concern for homeowners and estate planners. This article will explore how forming a Limited Liability Company (LLC) might be a strategic move to mitigate property tax reassessment, particularly when transferring property to the next generation. We’ll delve into the nuances of LLCs, California property tax laws, and […]

Crucial Differences Between Executor of a Will & Trustee

When it comes to estate planning, there are two important roles that people often confuse: executor and trustee. Many individuals use these terms interchangeably, but they serve distinct purposes in managing and distributing assets after someone’s passing. Understanding the fundamental differences between these roles is essential for ensuring the smooth execution of an individual’s final […]

Top Mistakes Made When Managing Aging Parents’ Affairs

As our parents age, it becomes essential to address the complexities of managing their affairs. From estate planning to healthcare decisions, these tasks can be daunting and emotionally challenging. Many families may find themselves unprepared, leading to critical mistakes that can have long-lasting consequences. Mistake #1: Procrastinating Estate Planning One of the most significant mistakes […]

What are the Dangers of a POA or a Conservatorship?

As we age, it’s important to plan for the possibility that we may lose the ability to make our own decisions. A power of attorney (POA) and a conservatorship are two legal tools that can help ensure that our wishes are carried out if we become incapacitated. While these mechanisms serve a vital purpose, it […]

Disinheriting an Heir: What You Should Know

John, a successful entrepreneur in San Jose, is planning his estate. He has two children: Lisa, a successful surgeon, and Sam, a young adult with special needs. For various reasons, including Lisa’s financial independence and Sam’s unique situation, John is contemplating disinheriting Lisa from his estate. The Importance of Estate Planning Estate planning is a […]

How Does Divorce Affect Estate Planning in California?

Life is full of changes, and one significant change that can impact your estate planning is divorce. When two people decide to part ways, it not only affects their emotional well-being but also has legal implications on various aspects, including estate planning in California. For Californians wading through the intricacies of divorce and estate planning, […]

Ways to Protect Yourself from Lawsuits on Your Rental Property: Umbrella Insurance vs. LLC

One of the most important things for landlords to worry about in the world of real estate business is protecting their personal assets from possible lawsuits against investment property. A popular way to get this kind of safety is to set up a Limited Liability Company (LLC) or an umbrella insurance policy. But which one […]

How To Avoid California Probate With a Revocable Living Trust

One of the things anyone would not want for their loved ones after they pass is to be faced with the stressful, expensive, and time-consuming process of probate in California. Unfortunately, the probate court is where all estates end up both with and without a will. But it does not have to be. By doing […]

Professional Trustee: What Is It and Should I Use One?

If you have created a trust, you have likely appointed yourself or someone close to you as your trustee. Many people do this, and there are advantages. However, there are situations in which it can be to your benefit to appoint a professional trustee in California to oversee your estate. At Keyes Law Group, our […]

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CLIENT TESTIMONIALS

"I have had the pleasure of working with the Keyes Law Group these past months. To date, Mr. Keyes has been a great asset to our family; helping to plan a trust and the appropriate tax strategies for us and the next generation. What has worked very well for my wife and I is the time Mr. Keyes has devoted to not only hearing our financial planning concerns, but to also take the necessary time to explain and offer options for us to consider. We have worked with tax attorneys and financial consultants over the years. For us, a successful relationship is one of the key factors that we strive for. Working with the Keyes Law Group has been a very good fit for us as we work to get our financial affairs in order." -- RY

"I can’t say enough great things about Keyes Law Group! They are thorough, caring, and extremely efficient! I send everyone I know to them for Estate Planning! They took such great care of my family and they have earned my business forever! Look no further than Keyes Law Group if you want a seamless process and to cover all bases for your estate! They aren’t just Estate Attorneys; they are family!" -SL

"The patience with helping us achieve our goal and the patience in breaking down the legalese into simple language that we could understand was very beneficial. We felt we were very well taken care of." -GR

"We truly appreciate your thoughts, ideas and time. I very much value your expertise and look forward to more dialogue about best ways to move forward, build healthier relationships with our children and their children and to pass on our values to the degree we are able." -R.Y.

"I was able to have a honest dialog with such an understanding, compassionate, and caring human being. Thank you." -Y.H.

"I've had the opportunity to work with Elijah for several years now. I started during a challenging situation with my mother and he was terrific. I'd say he's very responsive, reliable and exceptionally fair. Also very empathetic. It's refreshing to engage with him and feel that I'm being well taken care of and my needs are being met. His staff is also lovely and overall super accommodating." -I.S.

"It is very important to research and choose wisely when looking for an estate planning attorney. Did you know that the California State Bar Board of Legal Specialization has a unique recognition for attorneys who go beyond the regular requirements to practice Estate Planning? Elijah Keyes has this designation; Certified Estate Planning Specialist. He is extremely well versed with this specific area of law and is a strong advocate for his clients in estate planning, including establishing living trusts, wealth planning and family transfers, dynasty trusts, conservatorships, special needs trusts, elder law medi-cal benefits and planning, trust administration and probate. Thank you Elijah, for being a trusted resource for us and for our clients!" -M.H.

"Keyes Law Group helped our family through a very difficult time with estate planning. He's honest, transparent and genuinely cares about his clients. His own personal experiences have shaped his approach in working with people - especially older folks who might be more mistrusting. He can finesse difficult conversations with ease and for that, I'm forever grateful. 100% recommend!" -Y.V.

"Elijah was very helpful with editing our family trust after my wife passed away. He answered all my question in a timely manner and if he did not know the answer he found out quickly. He would take time out of day to reassure me that he had everything under control. He took his time to explain why he worded the trust the way he did and that I understood what it meant. Will use him again when the trust needs to updated." -D.

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