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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...
If you want to protect your loved ones from a lengthy probate process in California, start the preparation process early. The probate process can drag on for quite a while. This is difficult for many families because those receiving an inheritance won’t have access to...
Choosing an attorney-in-fact is an essential part of your California estate plan. The person you choose can make legally binding decisions on your behalf. You grant this authority with a document called a power of attorney. You can limit the power of attorney to...
If you live in California and are creating an estate plan, it is important to think about more than just your traditional assets. In addition to real estate, your bank account and investments, you might also have family heirlooms. It would be a mistake to assume that...
If your mother or father dies with assets left in their name, those assets will likely need to be probated. In the event that you're named as a parent's estate executor, you'll play a key role during the probate process. Your duties will typically include securing...
Supporting causes such as disaster relief, animal shelters, environmental sustainability, youth programming, and housing for people experiencing homelessness may be an indispensable way of championing the causes for which you believe. In life and beyond, supporting...
Trusts are a common part of many estate plans. Many people don’t realize there are several kinds of trusts, including a spendthrift trust. This popular option allows grantors to more specifically manage how their beneficiaries receive their inheritance. What makes a...
While discussing estate plans with parents may be uncomfortable, doing so could help avoid significant problems in a California probate court. Older parents might not have the most comprehensive estate plans, and aging adults facing health issues could pass away....
There is more to estate planning than writing your will. Another document that many residents of California include as part of their estate plan is the advance directive. Whether you are young or old, having an advance directive is highly recommended. You have control...
If you decide to get remarried in California, you may obtain an extended family quickly. In this situation, examining your estate planning and determining if it's appropriate and follows your current wishes is essential. Sometimes, individuals get remarried and make...