by Crista Hermance | Oct 12, 2026 | Trust, Probate, California, Estate Planning
Estate planning is not just for wealthy families. Whether you own a home, have children, maintain retirement accounts, or simply want your wishes respected, a comprehensive estate plan can provide valuable protection. For Ventura County families, a well-designed plan... 
by Santiago Olivares | Sep 14, 2026 | Trust, Living Trust, Trust administration, Estate Planning
Estate tax, inheritance tax, and gift tax all relate to transferring wealth, but they are not the same thing. Estate tax is paid by an estate before assets are distributed, inheritance tax is paid by certain beneficiaries in a handful of states, and gift tax may apply... 
by Santiago Olivares | Aug 31, 2026 | Living Trust, California, Estate Planning
For starters… A living trust vs living will comparison can be confusing because the names sound similar, but these documents serve completely different purposes. A living trust is primarily used to manage and transfer property during your lifetime and after... 
by Santiago Olivares | Aug 31, 2026 | Probate, Living Will, Estate Planning
Yes, someone may be able to challenge a will in California, but simply being unhappy with an inheritance is not enough. A will contest generally involves a legal claim that the will is invalid or should not be admitted to probate. Common issues can include improper... 
by Santiago Olivares | Aug 17, 2026 | Pet, California, Estate Planning
Niner is more than a dog at The Heritance Lawyers. He is the office’s Director of Employee Satisfaction, professional ball chaser, lap enthusiast, and occasional stubborn walking companion. His story also highlights an important question for every California pet...
