A Will contest is a legal claim that there is some reason that a will is legally invalid. These lawsuits are often brought by family members who are left out of Wills or feel that they did not get as much as they should have from a will. At its core, a Will contest challenges […]

You may have heard that you do not need a will as part of your estate plan if you have a living trust or even a revocable trust. However, trusts and wills provide very different functions in your estate plan. As a result, you generally cannot completely replace your will with a trust. Instead, you […]

Have you ever considered writing a will, but wondered if you are too young to need one? You are not alone – many people think they can put off writing a will until they are older. Unfortunately, none of us knows how long we will live, and the end sometimes comes before we have a […]

Your First Steps as an Executor in California If you are named as an executor of an estate, you have a lot of responsibilities on your shoulders. Your loved one is counting on you to carry out their wishes as set out in their will. The beneficiaries are also relying on you to carry out […]

Asset Protection Planning: Should It Be Part of Your Estate Plan? Asset protection is part of financial planning that helps you protect your assets from creditors and others. By planning correctly, you can shield some or all of your assets from creditor claims both while you are living and after your death as part of […]

Be Ready to Take These First Steps as an Executor The legal definition of an executor is “the person or institution appointed by a testator to carry out the terms of the will.” To accomplish this, probate gives the executor certain authority to manage the affairs of the deceased. This includes using those funds in […]

A conservator is a responsible person appointed by the court to take care of another adult, the conservatee, who is unable to care for themselves or make their own financial decisions. California law controls who can be a conservator and under what circumstances the court will find an adult needs a conservatorship. Who Can Petition […]

When you pass away, your family must address any outstanding debts that you have at the time of your passing. If you do not leave instructions in your will, your assets will simply be sold to address these debts. Anything left over will be distributed to your family based on the laws in California. If […]

COVID-19 changed nearly every aspect of life in the United States. To protect their families, people changed the way they work, shop, and interact with others. The pandemic also changed the way we view our own mortality: death is an unavoidable reality and can come at any stage in life. As the result of this […]

Breach of Fiduciary Duty in California Breach of fiduciary duty is a serious violation of trust; it is also against the law. Division 9, Part 4 of California’s Probate Code assigns specific duties to trustees, also known as fiduciaries. The major responsibilities of a fiduciary include: Administering the trust in accordance with the trust instrument, […]

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