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Estate Planning

Monday, September 21, 2020

Where Do I Store My Estate-Planning Documents?


So, you got your estate-planning documents completed, and now you want to know where to store them. Many people are surprised to hear that one of the worst places to keep your will, trust, power of attorney, and other estate-planning documents is in your safe-deposit box. A Read more . . .


Thursday, June 25, 2020

What to Look for in an Estate Planning Attorney


When you decide to protect your future and provide for your loved ones, a lawyer can help you formulate your plans and draft the documents you need. A California estate planning lawyer can do much more for you than merely write a will or living trust.
Read more . . .


Thursday, May 21, 2020

How Do I Get My Will and Other Estate-Planning Documents Signed if I Can't Leave the House?


Although this situation could change at any time, California law does not currently (as of April 15, 2020), allow remote online notarization (RON) of documents. More than 20 other states allow RON, but California has not passed previously proposed attempts to allow RON. A Read more . . .


Thursday, May 14, 2020

If Someone Challenges my Trust, Will it go Through Probate?


If someone challenges your trust, the judge could modify the trust, terminate the entire trust, or deny the challenge. The person disputing your trust would have to file a lawsuit in the probate court. A Read more . . .


Thursday, January 16, 2020

Don’t Make it Harder on Your Family: Plan for Your Digital Assets


One of the very best things that you can do for your family when it comes to planning ahead, is executing a comprehensive estate plan for when you become incapacitated or pass away. This ensures that your family need not stress about decisions regarding your assets, as you have already made such decisions for them.
Read more . . .


Wednesday, January 8, 2020

Understanding the SECURE Act


The SECURE Act was part of the spending bill President Trump signed on December 20, 2019. Proponents have praised the Setting Every Community Up for Retirement Enhancement (SECURE) Act as giving individuals the ability to plan more effectively for their retirement. Contacting your California elder law attorney to discuss your current estate plan is advised because some of the provisions of the SECURE Act could impact your current estate and retirement plans.
Read more . . .


Monday, December 9, 2019

I’m Adopted: From Whom Do I Inherit?


When someone passes away without a will, the state will distribute that individual’s assets in a specific order, with property first going to any children equally. But what about children who are adopted? If a child is adopted should he or she inherit from the biological parents or the adoptive parents? Do adopted individuals get to reap the benefits of two sets of parents? As nice as that might be, the answer is no. Here is what every adopted child should know about adoption and inheritance rights in California.

Luckily, the rights of adopted children in California are pretty easily understood. Adopted children are entitled to the same rights as biological children when it comes to inheritance.
Read more . . .


Monday, November 18, 2019

Estate-Planning for the Elderly: Choosing an Executor


Estate planning for the elderly involves many decisions. One important decision elderly individuals make when developing an estate plan is the choice of an executor for their estate. An executor has the task of administering a person’s estate. Choosing the right individual for this task is essential to reduce family conflict and ensure that the person’s final wishes are carried out. Our Read more . . .


Wednesday, October 9, 2019

Estate Planning Complications That Arise When Families Merge


Estate planning can be challenging for some families who have unique situations that require special estate planning tools or comprehensive estate planning to address certain issues. A blended or merged family can sometimes create estate planning difficulties. Parents with minor children from previous marriages and couples who marry later in life with adult children from prior relationships may struggle with estate planning decisions that protect and provide for all family members. A
Read more . . .


Friday, August 16, 2019

What Same-Sex Couples Should Know About Estate Planning


People often find that estate planning is complicated and confusing. It is not difficult to understand why estate planning for same-sex couples can seem even more complex regardless of whether or not you are married. Luckily, estate planning for same-sex couples doesn’t have to be overwhelming or difficult to understand. With the law constantly changing, it’s to consult with a California estate planning attorney with experience in estate planning for the LGBTQ community. 

Same-Sex Couples See Same Rights

Before 2015 when the United States Supreme Court upheld the rights of same-sex couples to marry in every state, estate planning for same-sex couples was deemed difficult to understand.
Read more . . .


Wednesday, July 17, 2019

5 Reasons You May Not Need Life Insurance


Life insurance offers financial protection for your heirs in the event of your death. However, purchasing life insurance may not make sense for everyone. Before you begin researching the pros and cons of the various types of life insurance policies available and the cost of life insurance, you may want to review whether or not you need life insurance coverage with your Read more . . .


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