Focused And Personalized Attention Concerning Your Estate Planning Needs
It is a good idea to review personal legal documents included in an individual's estate every few years. Families go through changes including death, divorce and remarriage. Sometimes laws change, and a provision in an old will or trust may have consequences that were...
A trust is an extremely versatile tool for estate planning in California. Last week's post discussed some of the advantages of the living or inter vivos trust. There are other types of trusts, however, each having their own advantages and ability to be tailored to...
When Sacramento residents are organizing financial assets, a concern that often arises is how the property will be allocated and whether a trust is a sound strategy. This is important for both the trustor and the beneficiary or beneficiaries. One tactic that is often...
Most people in California have good intentions when it comes to estate planning. They know they have to get around to it someday. Unfortunately, for too many people that "someday" never comes, and they die without leaving a trust or will that directs how they want...
Under California law, some basic requirements must be met for a will to be valid. Anyone age 18 or over can make a will, provided that the person is mentally competent to do so. The California Probate Code makes it clear that a person is mentally competent to make a...
It has been a year since the death of comedian Robin Williams, who committed suicide in his Northern California home on August 11, 2014. Sadly, his widow and his children from previous marriages remain entangled in a bitter dispute over his estate. According to an...
Californians with children from a previous marriage should seriously consider updating their estate plan when they remarry. California parents in blended families often want to leave most of their estate to their children, but also provide for their current spouse....
Sacramento is the perfect city to settle down, start a family, open a business or retire. In the midst of all these crazy life decisions, it would be unwise to forget about estate planning tools at your disposal, such as wills or trusts. Once settled in a city like...
When a California woman died last year at age 91, her caretaker was left in control of her assets. The caretaker, now 63, met the woman in 2002 when she was recovering from surgery in an Orange County care center. When she left the facility and went home in 2003, the...
The living trust has become a popular estate planning vehicle for many California residents. A trust is a legal arrangement in which property is transferred to a trustee, who manages the property for the benefit of the persons named as beneficiaries in the trust...