One of the key goals of many people as they develop their estate plan is protecting the assets they leave their loved ones from going to taxes, creditors, ex-spouses and wasteful spending. There are ways to set up trusts that will protect your heirs and your money....
Year: 2021
Can you disinherit your child?
After years of doing your best to raise a loving child, sometimes they do something that upsets you so much, you want to write them out of your will. While you can disinherit a child in California, you need to be sure you want to. It is not a decision to take lightly,...
3 steps you need to take early in estate administration
Handling the estate of a loved one is time-consuming. You will likely have to commit many weeks of effort over the course of a year or even more. Some of the steps that you take early in the process are among the most important to protect yourself as the...
Why young parents should establish an estate plan
Having a new baby is a delightful experience for the new parents. While they might start to think about how to afford the baby's needs and plan for the future long before their infant is here, they may forget about creating an estate plan that takes their needs into...
Does your estate plan include all your assets?
Ancient civilizations believed that when you died, you needed to take things with you for the journey ahead. Nowadays, you probably prefer to leave everything you have for the people that survive you. Yet, leaving things without specifying what you want to happen to...
Does your parent need a conservatorship?
The first years of life and the last have remarkable similarities. There may come a time where you need to provide the same level of care for your parents as they did for you as a child. Caring for the physical needs of your parent might be too much. It can be a...
Why might you want help to execute an estate?
Whether someone names you as executor in their will or a court appoints you to administer the estate, think carefully before trying to do it alone. Sorting out a deceased person’s affairs and distributing their estate carries significant responsibility in both...
Welcome To Our Blog
We established this blog to share stories and information about topics relevant to our practice. Our intent is to regularly provide posts highlighting legal issues of local, state and national interest that we think you will find interesting.Check back later for...
When should you update your estate plan?
You might have put off creating your first estate plan. Many people do, as it involves a considerable effort. The bad news is that you cannot treat it as done and dusted. The good news is that updating it will be far easier than making the initial one. Estate plans go...