Focused And Personalized Attention Concerning Your Estate Planning Needs
If you decide to add a trust to your estate plan, you need to take time to find the right person to name as your trustee. A trustee has complete control of the trust and the assets it holds. Because of this, you want someone who is financially intelligent, has a basic...
Sometimes, estate planning is thought of as simply drafting a will that outlines the testator's final wishes. In truth, a will is just one of many estate planning documents. When drafting your estate plan, something you may want to consider is a power of attorney....
Creating a trust as part of your estate plan is a great way to ensure that your assets are distributed the way you want after you die. But, with so many different types of trusts available, it can be difficult to decide which one is right for you. In this blog post,...
A large part of estate planning involves the distribution of assets upon an individual becoming incapacitated. Conversations around this topic can be uncomfortable for the family. While many parents do inform their adult children of their final wishes, many children...
Creating a will means making monumental decisions that will shape your legacy and impact your loved ones for years to come. Without a will, California intestacy laws would dictate what happens to your hard-earned assets. And you may not like this. However, one of the...
A will is a crucial component of any estate plan. This document instructs the executor how assets should be divided upon your death. The will can also provide instructions on who should look after your minor children in the event of your incapacitation or death. Like...
Many people get stuck on the idea of an estate having to be equally divided when they’re taking care of their estate planning. While that’s a noble thought, it doesn’t always make sense to divide an estate perfectly equally amongst heirs. Instead of thinking about...
Alongside creating a last will to determine who will inherit your estate when you die, it is equally important to include provisions to ensure that someone you approve of will care for your minor children should something happen. This is where guardianship comes in. A...
Family is challenging and almost all families have disagreements from time to time. However, if you want to ensure that family members don’t receive your assets or property after you die, it’s imperative to have a valid will. Family members are considered the...
Every will must undergo probate - the court process of validating and executing a will. Once the court is satisfied that the will is legally valid and there are no contests to the will, it sets everything in motion. However, certain things must happen before the...