Category: Estate Planning

Imagine for a moment that suddenly a complete stranger was in charge of your financial and healthcare decisions. How do you think that would feel? 

That is what happens when a conservator is appointed to you by the courts.

If it doesn’t sit well, you may...

Planning for the long-term care of a disabled loved one is a complex process, and one of the most important considerations is ensuring they have the resources they need without sacrificing their independence. 

A Special Needs Trust (SNT) is a powerful tool that can help disabled beneficiaries maintain their...

Incapacity can occur at any time in life. If you have not started estate planning, now is the time to do so. In particular, it is in your interest to begin preparing for incapacity with tools that empower you to avoid a conservatorship. 

Our California estate planning attorney is...

Handling out-of-state assets in your California estate plan can complicate matters if you do not work with a California estate planning lawyer. Many people overlook out-of-state assets when they create a simple Will. They leave everything to their heirs without considering how properties in other states will be transferred. An attorney ensures...

Your pet provides you with unconditional love on a daily basis. Don't you want to do the same for them? Leaving your pet's welfare to chance isn't the way to go. That's why, as a pet owner, it’s essential to consider your pet’s well-being in your estate plan. In this post, our 

Effective estate planning accomplishes many goals. It protects assets, provides for loved ones, and ensures a smooth transition. Without a comprehensive estate plan, your family may face challenging and costly problems after your death. Our California estate planning lawyer shares real-life examples of situations that estate planning can address.

No, not all wills have to go through probate in California, but all wills of individuals who lived in our state at the time of their death have to get filed with the court. The court in the county where the decedent lived will then decide whether the estate has to go through probate.

If...

The terminology in the administration of the estate of a deceased person can be confusing. Three of the principal terms one needs to understand are executor, trustee, and administrator. An administrator processes the estate of a person who dies without leaving a valid will or trust, a situation called dying intestate. An executor follows...

You have worked hard to accumulate your assets and property. However, you could lose a substantial portion of your savings and assets because of a lawsuit. Even if you were not at fault, a jury could decide you are liable. If so, the party seeking compensation could pursue claims against your assets.

After your death,...

A Physician Orders for Life-Sustaining Treatment (POLST) is a physician order that helps give people with severe illnesses more control over the end-of-life care they will receive. A POLST and an advanced healthcare directive can include some of the same terms and instructions, but there are quite a few differences between these documents.

A California...