Focused And Personalized Attention Concerning Your Estate Planning Needs
An estate plan is intended to comprehensively dispose of a decedent's property, so that nothing is left over for the probate courts to claim and subject to the laws of distribution. In California and other jurisdictions, though, it is not uncommon for individuals to...
Most Californians imagine wills to be formal legal documents full of jargon and clauses that are typed on fancy paper and signed by serious witnesses. However, not all wills fall into this category. In California and other states throughout the nation, holographic...
Not long ago this Sacramento-based estate planning legal blog discussed the somewhat difficult topic of disinheritance. Through an estate plan a person may explicitly choose to exclude a relation who otherwise may have had a clear right to receive from the...
A will should reflect the wishes of the California resident executing it, and should effectuate their desires in terms of the distribution of their assets upon their death. In fact, if a will is suspected to have been executed by someone who did not understand the...
As 2017 draws to its end and 2018 shines on the horizon, Californians may be starting to consider what resolutions they would like to work toward in the New Year. While some may desire to improve their health or get ahead at work, others may make plans to simplify...
It is an unfortunate fact that some individuals struggle to care for themselves and to hold down jobs that provide them with necessary income. Often individuals in these difficult scenarios suffer from disabilities and are eligible to pursue financial support from the...
A will is supposed to be a document through which a decedent communicates their desire for the disposition of their assets and property. In California a person must have the requisite mental capacity and be at least 18 years of age in order to create a valid will....
A trust can be revocable or irrevocable. It may be a constructive trust or an express trust. It can be created to protect the financial interests of the beneficiary through a spendthrift trust or it may be set up to benefit a charity rather than a specific person or...
Often when considering the benefits of estate planning Californians think about the importance of having plans in place for the disposition of their property upon their deaths. However, there is a particular estate planning tool that individuals can forget about that...
The topic of inheritance, and in this case disinheritance, can be a very touchy subject for California families. It is generally believed that when a person dies their assets and property will pass to a spouse and if they do not have a spouse then their assets and...