Personal representatives overseeing estate administration are potentially liable if they make significant financial mistakes. They must ensure they properly manage resources, provide legally mandated notice to creditors and fulfill all valid financial obligations....
Year: 2026
How to protect aging parents from undue influence
Your parents were there to protect and guide you when you were younger. However, as they age, it's natural for them to rely more heavily on others for help with their finances, health care and decision-making. Unfortunately, that increased dependence can make them...
How to talk to your adult children about your estate plan
Having an estate plan in place can provide you with peace of mind. You’ve worked hard, built a life and want to make sure everything is handled according to your wishes. The next step is discussing your estate plan with your family. It can be an uncomfortable...
What should you know about the probate process?
When a person passes away, their estate will likely have to go through the probate process. In California, this is done by filing a petition in the California Superior Court. The process confirms the validity of the will if there is one, identifies the heirs, pays...
What are ancillary probate proceedings?
The probate courts oversee estate administration. They help ensure compliance with the law and give interested parties an opportunity to question the legitimacy of documents or make a claim against the estate. Generally speaking, any property owned by an individual...
Avoiding common estate planning mistakes in second marriages
Second marriages often mean blended families with children from previous relationships, along with separate assets. While remarriage can provide a fresh start personally, it also creates challenges. Without careful estate planning, many couples risk family conflict...