When someone mishandles your loved one's estate or trust in California, you have legal options to protect your rights. Money and family often create tension, but the law offers clear paths when executors or trustees fail to do their jobs properly. Who manages...
Month: January 2025
What happens to jointly owned property during probate?
When a loved one passes away, dealing with their estate can be overwhelming. One common question that arises is what happens to jointly owned property during probate. In California, some can automatically go to the surviving owner or owners without court intervention....
What financial decisions can an agent make with a POA?
What if, in later years, you become unable to pay bills, manage investments or access your bank accounts due to an unexpected illness? A power of attorney (POA) can ensure that a trusted individual you appoint will handle these tasks for you. But what exactly can your...
The role and impact of a no-contest clause in a trust
A no-contest clause, sometimes called an in terrorem clause, is a condition in a trust that prevents beneficiaries from challenging the trust's terms. In simpler terms, it is a condition that takes away a beneficiary’s inheritance if they contest the trust in court....