Estate Planning Blog | California Estate Planning Attorney Keyes Law Group

The Importance of Choosing a Successor Trustee

You have worked hard to pay for a home, build a retirement plan, and make sound investment choices. If you have created a trust to protect and manage your assets, you may have named yourself as the trustee so you are able to manage your finances. However, if you are no longer able to manage […]

Why Funding Your Trust Is Important and How To Do It

Establishing a trust is an essential component of responsible estate planning. Unlike a will, which must undergo the probate process in court, a trust streamlines the distribution of your assets after your passing by bypassing this step. But just how crucial funding a trust is? To fully understand the importance and methodology of promptly funding […]

Holding Real Estate in an LLC

A Limited Liability Company, also called an LLC, it’s a type of business entity. An LLC is intended to shield the LLC owners, called members, from lawsuits filed against the operations or property held in the LLC. Many real estate investors use LLCs to hold investment or rental property. Assuming the LLC is properly managed […]

Five Common Mistakes in Estate Planning

No one wants to think about death, let alone plan for it. But if you don’t have an estate plan in place, the state will decide who gets your assets and how they’re distributed. This can lead to costly and time-consuming legal battles between family members. Avoid these five common mistakes when creating your estate […]

Are There Net Worth Requirements to Have a Living Trust?

A living trust is a legal document that outlines how you want your assets to be managed during your lifetime and after death. A living trust can provide peace of mind and help avoid probate, which is the court-supervised process of distributing your assets after your death. You can name a trustee to manage the […]

Benefits of Making Sure Your Estate Is in Order Sooner Than Later

Estate planning is one of the best things you can do for yourself and your loved ones. Having plans will save you, especially your family, money, time, and even uncomfortable decisions. If you live in California especially, you want to get the best professional help to guide you through the benefits of this very important […]

California Estate Plans: What Is in One, and Why Do I Need One?

Thinking about creating an estate plan isn’t something restricted to wealthy individuals, and it doesn’t just include your home. Here’s some information about estate planning in California and why you should consider speaking with a reputable law firm like Keyes Law Group about putting a plan in place. Why Is Estate Planning Important? An estate […]

Conservatorship vs Power of Attorney in California

Power of Attorney A power of attorney is a document that names a series of agents who can take actions for you if you are unable to act for yourself. When the person having the power of attorney is unable to serve, the agent can take over financial management for them. You can appoint close […]

Irrevocable Trusts: Pros and Cons in California

A trust is a financial planning vehicle that avoids legal processes while at the same time assisting the beneficiary or group of inheritors. A trust permits the proprietor to hand over the property, and its administration, to an intermediary for the benefit of the intended heir(s). Trust is a safe means of conveyancing that allows […]

Don’t Do It! Five Common Mistakes In Estate Plans

Protection is power! Estate planning is an excellent measure taken to protect beneficiaries from prying individuals. It helps eliminate family quarrels, protect children, and minimize taxes. Comprehensive estate planning requires a professional to embrace digitization, digital notarization, and the use of digital assets. Yet, you must understand the mistakes to avoid during this phase to […]

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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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