Shawna Murray Law


Estate Planning Blog

Aretha Franklin Died Without a Will or Trust. Now what?

Dying without an estate plan drains an estate of huge sums of money that could have gone to heirs. Indeed, a lack of planning costs the estate plenty. There are fees for probate and if the estate is valuable enough, it must pay large sums of estate taxes. Plus, the settling of an estate through probate is long and drawn out. Fortunately, you can enjoy substantial savings and shorten that time by having a revocable living trust-centered estate plan.

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Adult Protective Services is Here to Help

Adult Protective Services is a great community service for elders. It is a county department dedicated to the safety and well-being of our elders. Financial elder abuse, in particular, is rampant in California. In this blog post I share some information about Adult Protective Services so that we can educate ourselves and our elders and hopefully decrease the number of victims.

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Step-mom Gets Life Insurance Proceeds Meant for Sons

When was the last time you checked on the beneficiary designations on your life insurance policy? I have just read about a recent case in California where a father failed to change his life insurance beneficiary designations after his divorce. Now, after winning a court battle, his ex-wife will get the life insurance proceeds that he wanted sons to have.

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Intestate, WillsShawna Murray
Why Having a "Will-Only" Estate Plan Is a Costly Mistake

Find out why only having a Will is going to cost your heirs and beneficiaries a sizeable chunk of their inheritance. Learn how attorney fees and executor commissions are calculated and what some of the other costs of probate are. Discover that a revocable living trust can save your heirs and beneficiaries money and allow them to get more of their inheritance faster.

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Reassessment & Property Taxes

It has been 40 years since Prop. 13 was passed, many Californian homeowners are not familiar with it. This blog entry will provide you with some background on Prop. 13 plus explain some ways you can avoid having the value of your home reassessed (and prevent the likely increase in property taxes) when you have a change of ownership on your home.

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