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A living trust is a valuable estate planning tool for many Californians. A living trust allows you to maintain control over your assets while you’re alive. Then they’re relatively seamlessly transitioned to your beneficiaries – typically without having to go through...
A will is one of the most important estate planning tools you can ever create. With a valid will in place, you can have peace of mind knowing that your assets will go to the right beneficiaries when you die. However, not all assets belong in your will. Understanding...
Creating an estate plan takes a lot of work because you have to ensure that you have everything set for your loved ones when you pass away. While you might be focused on the will that you need to create, there are other things to think about. When some people hear...
It is best to consider your estate plan as something fluid and dynamic. You need to review and alter it as you go through life for it to serve you and your family as well as it can. Here are some stages to think about: When you first turn 18 years of age You might not...
You want to leave a substantial amount of money for your adult child to inherit when you are gone. Your plan has always been to provide enough for them to live on for the rest of their lives. However, in the last year, you have noticed that your child is recklessly...
Everyone needs an estate plan regardless of the size of their assets. A properly written estate plan guarantees that your wishes will be honored when you pass on and that your assets will be distributed exactly how you want them to be. But what happens when things...
If you were given the privilege to act as your deceased one’s executor then you were given a job of high honor. It goes without saying, your job is one full of trust, responsibility and timeliness to act out the deceased’s wishes. You could be held personally liable...
When you received a serious medical diagnosis, it made you start thinking about your plans for the future. You realized that you didn't have an estate plan yet, so you decided that it was time to get one put in place for your family. This is a good time to do your...
A will should reflect the last wishes of its maker on how their estate should be handled after they are gone. But what if they were unduly influenced into creating the will through coercion or other overbearing tactics? In such a case, the court could declare the will...
All adults should have an estate plan in place, but many don’t realize that they need to get their power of attorney designations handled right away. These designations give someone the legal ability to make decisions on your behalf if you become incapacitated. ...
