Understanding Your Domicile for Estate Planning Purposes As our society becomes more mobile and flexible, it is not uncommon for individuals to work in one state while maintaining a home in [...]
Like any field in the practice of law, the realm of estate planning is filled with terms that many would consider “legalese.” Often times clients use the terms “trust” or “will” interchangeably [...]
The goal of estate planning is to ensure that a person’s wishes are effectuated at the time of their passing. Most people drafting an estate plan wish for their belongings to pass to those people [...]
Can I Handwrite My Own Will? California is one of 26 states which allows the creation of holographic wills. “Holographic” simply means a document wholly written by the hand of its author. A [...]
If you’re considering a legal conservatorship for an adult in California, it’s important to understand the process and responsibilities involved. In California, conservatorship refers [...]
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 [...]
