If you’ve worked hard your entire life and accumulated wealth, you most likely want to leave as much of it as possible to the people you love. It’s for this reason that people create wills and trusts. Done right, a solid estate plan can eliminate the guesswork and...
Month: February 2024
read more
4 factors to consider when choosing a health care agent
When drafting an estate plan, you need to name a party who will make medical decisions on your behalf (a health care agent) if you become incapacitated. An advance directive for health care (sometimes called a living will) allows you to list your medical wishes, such...
A closer look at the process of administering a trust
If a friend or family member is getting their California estate plan in order, they may ask you to be in charge of administering their trust. This individual is otherwise known as a trustor or person who establishes a trust. Preparing for this important role means...