A medical power of attorney (POA) is a legal document that allows you to appoint someone to make medical decisions on your behalf if you are unable to do so.
A power of attorney is a legal document that allows you to give a person of your choice the authority to manage your finances or make health care decisions for you. You want to have a separate [...]
There are many methods of avoiding a formal probate. Once you have a good idea of the assets of the estate, you may take the following initial steps in order to determine what assets may require [...]
When? How often should your Estate Plan be Reviewed? Generally, you should review your estate plan at minimum every three to five years and anytime you have a major life change. This isn’t just [...]
What is a Living Trust? First and foremost, a Living Trust is a written legal document which is generally the core of your Estate Plan. Think of your Living Trust like a wall safe, a place where [...]
California’s newly passed Proposition 19 will likely have major tax consequences for individuals inheriting property from their parents. Proposition 19 was approved by California voters in [...]
The purpose of probate is to make sure that, after a person dies, their assets are distributed according to their wishes, and to make sure that outstanding debts are paid.
A worldwide pandemic may seem like a great excuse to get your Estate Plan in order but, the fact is, everyone should have their Estate Plan in order regardless of a looming threat of illness. We [...]
In my previous blog on “When Do You Need a Conservatorship” I addressed the different types of conservatorships for adults in California and promised to provide an overview of the limited [...]
There are several different types of conservatorships in California that provide legal authority for someone to assist in caring for adults who need help. A General Conservatorship is needed by [...]
