Selecting an executor is a big part of the estate planning process. You may have seen lists of attributes that your prospective candidate should have. An executor is a fiduciary, or someone who operates on the legal behalf of another, such as a deceased individual and...
Month: July 2021
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Think twice about what you store in a safety deposit box
If you are like many California residents, you have a safety deposit box to store items you want to keep safe. While that is all well and good for some of your assets, a safety deposit box is not a catch-all for everything of value that you own — or your most vital...
The difference between “per stirpes” and “per capita” in your will
As you proceed with developing your estate plan, you’ll learn all sorts of new terms. While the sheer number of them can be overwhelming, it’s important to understand them so that you can be sure that your plan will do what you intend it to do. Two of the terms you...