by Sara Ovando-Bowen | Apr 26, 2025 | Will
POV: John and Sarah create separate wills shortly after getting married at 34 years old. In that will, they devise all of their individual separate property assets to their siblings. Since both John and Sarah are financially independent, they want to provide for their...
by Sara Ovando-Bowen | Mar 19, 2025 | Will
Imagine you’ve just lost a loved one. While grieving, you’re also faced with the daunting task of going through probate to validate their will. It’s not easy to imagine! Remember, a will is a legal document that distributes assets, appoints guardianship...
by Sara Ovando-Bowen | Mar 10, 2025 | Prenuptial Agreements
POV: You inherit a charming villa in Tuscany from a distant relative… only to discover it’s tied up in years of legal battles and exorbitant foreign taxes. This dream inheritance quickly becomes a nightmare…Don’t let this happen to your loved...
by Sara Ovando-Bowen | Feb 26, 2025 | California Prenuptial Agreements, Will
Legal Requirements for a Valid Will in California Kudos to the 46% of Americans who already have a will in place! You’ve taken an important step to protect your legacy and ensure your wishes are honored. But for the other 54% (and that might include you, dear...
by Sara Ovando-Bowen | Feb 21, 2025 | Prenuptial Agreements
According to CNBC’s millionaire survey, 40% of people who have between $1 and $4.9 million in their estate give 1-10% of their estate to a charity. Charitable giving, also known as “planned giving,” is a way for you to give back to your community through an...