Knowledgeable Advocacy For All Aspects Of Estate Administration, Trusts And Conservatorship Matters
As populations age across the globe, a troubling trend has emerged in the shadows of family homes and hospital rooms: inheritance theft targeting incapacitated elderly relatives. This form of exploitation is not only morally reprehensible but also legally complex and...
Creating an estate plan is one of the most important duties that an adult needs to take care of, but it’s one that can’t be done once and then forgotten about. Instead, all estate plans need to be reviewed periodically, even if there’s no real reason to do it. At a...
When you’re creating your estate plan, you may become focused on ensuring your assets receive the assets you want them to have. This is typically done through your will and trusts. Anything that’s included in the will must go through probate to get to your loved...
A power of attorney (POA) is a legal instrument that lets someone you trust make decisions on your behalf. In California, there are several types, each serving a different purpose. Choosing the right Power of Attorney (POA) is an important part of estate planning and...
You will likely hear a lot about trusts when creating an estate plan. Trusts are an excellent addition to any estate plan as they give you flexibility and allow some or all of your estate to bypass probate. The two main types of trusts are revocable and irrevocable,...
When someone passes away and leaves a will, they usually name an executor to handle their estate. In California, being an executor comes with important legal responsibilities. Executors are fiduciaries, which means they must act in the best interests of beneficiaries....
Estate planning involves appointing trusted individuals, such as trustees or executors, to manage assets and fulfill a person’s final wishes. These individuals owe fiduciary duties to beneficiaries, meaning they must act in good faith and in the best interests of...
Once you make an estate plan, it can be easy to forget about it. That could cause problems if you don’t address important changes in your life, family or assets before you pass away or even become incapacitated. One of the times you must dust off your estate plan and...
An estate plan typically needs to be updated after it’s been created. Neglecting the estate plan could mean that it’s outdated when you pass away, so it doesn’t accurately reflect your wishes or give your family the assets you intended for them to have. When should...
Credit card debt in the United States has reached record highs in recent years. This has caused some people to be cautious, avoiding credit card use as much as possible to prevent overwhelming debt. But what happens if someone passes away while still carrying a...