Keeping vehicles and mobile homes out of probate can be as simple as designating a Transfer on Death (TOD) beneficiary. By naming a TOD beneficiary, an owner can designate a specific individual to receive a vehicle or mobile home immediately following their death – without the need for probate. A TOD designation is revocable at… Continue Reading Article 1 of Toews Law Group, Inc. non-probate transfers series: Naming Transfer on Death beneficiaries for vehicles and mobile homes

An article covering the options and considerations for appointing an independent professional fiduciary as trustee of an estate, written by J. Christopher, Esq. of Toews Law Group, Inc. was recently published in Trusts and Estates Quarterly, a publication of the California Lawyers Association. “The choice of a person or organization to execute the client’s estate… Continue Reading J. Christopher Toews, Toews Law Group, Inc. publishes ‘Use of Independent Professional Trustees in Estate Plans’

Reprint from the Trusts and Estates Quarterly – California Lawyer’s Association – Spring 2022 by Chris Toews, Esq. We estate planning attorneys spend a lot of our time preparing documents – wills, trusts, powers of attorney, and others, which will hopefully carry out the client’s wishes when there is a death in the family. However,… Continue Reading Use of Independent Professional Trustees in Estate Plans ©

One of the important differences between a public charity and a private foundation is the 5% rule which requires the foundation to spend at least 5% annually of non-charitable use assets acquired during the previous year. The reason for this requirement is to guarantee that private foundations distribute money for their charitable purposes. The payouts… Continue Reading Toews Law Group, Inc. explains the 5% rule for private foundations

When an individual dies in California without a will, they are said to die “intestate”, which is a legal term meaning they died without a will. If your parents die intestate, their assets will be subject to probate and will be distributed according to state law, regardless of what your parents wished. Probate is the… Continue Reading San Luis Obispo Probate Attorneys Answer the Question, ‘What Happens if My Parents Die Without a Will?’

The occurrence of a major life event, is a good time to assess whether your trust, will and estate plan needs to be updated. The estate planning attorneys from San Luis Obispo’s Toews Law Group, Inc. have prepared a list of important life events that might mean it’s time to update the terms of your… Continue Reading When to update your trust and will – tips from San Luis Obispo estate planning attorneys

Managing a nonprofit’s assets means more than keeping track of capital assets such as equipment, tools, real property, income and expenditures. It also means managing assets in a way that creates a sustainable financial future and making sure the organization’s mission continues to be served. The attorneys for nonprofits from San Luis Obispo’s Toews Law… Continue Reading Top tips for managing a nonprofit’s assets from the San Luis Obispo attorneys for nonprofits

“Should I put my new home in a trust?” is a frequent question posed to estate planning attorneys, and there’s more than one answer depending on whether the home is your residence or a rental property. The estate planning attorneys at San Luis Obispo’s Toews Law Group, Inc. recently released a report summarizing the options… Continue Reading San Luis Obispo estate planning attorneys release the report ‘Estate planning options for new homeowners’

Probate is a legal process during which a court determines the heirs, value, debts, and distribution of a deceased person’s estate. In a probate matter, the court appoints and supervises an executor or administrator to marshal the assets, pay the debts and liabilities, and distribute the remaining assets to the beneficiaries of the decedent. Typically,… Continue Reading San Luis Obispo Probate Attorneys Answer Common Questions about Probate in California

As concerns regarding COVID-19 ease, the economy appears primed to grow quickly business owners may be tempted to expand their business to states other than California. Some states are more friendly to new businesses, and opening a new office or plant in one of those states is tempting, but the San Luis Obispo corporate law… Continue Reading San Luis Obispo Corporate Law Attorneys Announce Considerations for Expanding Business to Other States

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