Holographic (handwritten) wills are legal in California when they meet the basic standards required of a valid will. They must be written entirely by the testator (the person whose will it is) and signed by them. While a holographic will may be valid, it is preferable...
Month: October 2021
Trust beneficiaries in California have many rights
As the beneficiary of a trust in Sacramento, you might feel that the trustee is taking advantage of you or over-managing your trust. Sometimes, trustees that want to manage funds ethically and responsibly may infringe upon the rights of a beneficiary. Most of the...
Tips for estate planning for new parents
Couples expecting a baby often think a lot about what they can do to improve their child's future. Things like establishing a college fund might come to mind. But, there’s another critical bit of planning that you need to do. Now is the time to get your estate plan...
Major life events that should prompt a review of your estate plan
So you have an estate plan in place? Congratulations! You are off to a great start. However, if you are yet to create one yet, this is the time to hook up with a professional estate planner so you secure your future and loved ones. But, once your estate plan is in...
How to choose a suitable successor trustee
Many of us have managed our own affairs for the majority of our lives. As a result, the prospect of arranging for someone else to take care of them can be daunting. Often, this is a decision that people will put off as long as possible. However, it can be beneficial...