Your California last will and testament is a critical legal instrument that allows you to say what assets you have and where you want them to go, provide instructions regarding your final wishes, and name potential guardians for your minor children. Without one, your...
How do I Plan to Remain in My Home as a Senior?
When many people retire, they plan to live in their homes for the rest of their lives or, at least, for as long as possible. Recently, the AARP Public Policy Institute reported findings that 87% of individuals age 65 and older preferred staying in their current...
What We Can Learn About Estate Planning from John Singleton
In 1991, 24-year-old director John Singleton made a name for himself with the debut of his movie Boyz n the Hood. The film’s success launched his career and led to his nomination for an Academy Award for Best Director. The filmmaker went on to direct and produce...
Omitted Heirs in California: What You Need to Know
When someone decides to leave a close relative out of his or her will, they may be justified in their decision. However, even if you have an excellent reason to disinherit someone, that doesn't mean that there won't be issues later on. Here is what you need to know...
Why Wills and Estates Can Bring Out the Worst in Families
When people think of contentious legal battles, they may imagine drawn-out child custody or divorce cases. While family law disputes can undoubtedly get heated, probate matters can also result in intense conflict between family members. In some unfortunate cases, the...
Removing Your Loved One’s Special Needs Trust Trustee
When you have a loved one with a significant disability, setting up a special needs trust is often a fundamental part of making sure they can live comfortably. When managed wisely, this financial resource can help pay for additional expenses for life. However, when a...
Settlor’s Rights and Your Revocable Living Trust
A revocable living trust can be a powerful estate planning tool and an effective means to keep valuable assets out of probate. Before setting up your trust, it's important to know your rights as the trust creator or settlor. Here is what you need to know about...
What is a Simplified Proceeding in California?
It comes as a surprise to many that when a person passes away with assets, his or her estate may be able to avoid probate. In California, when assets and property can bypass probate, they may be able to do so through something called a simplified proceeding. If you...
Downsizing During Retirement
Adapting to life on a retirement income can take some getting used to, especially if you have not taken the time to prepare. For some, living off of retirement income may mean having to make significant changes to spending habits. Fortunately, with the right...
Ways to Fund Your Disabled Loved One’s Special Needs Trust
When someone you love has a significant disability, caring for their daily needs can become the central focus of the family. Many families want to plan for their loved one’s long-term needs. One way to prepare for your loved one’s future is to create a special needs...
