Who Can Serve as a Trustee? A common question arises about who can serve as a trustee in California: can it be an attorney, and if so, what qualifications are required? This post will delve into the roles and qualifications of trustees, particularly focusing on...
Understanding Conservatorships in California In California, conservatorships are legal arrangements where a court appoints an individual to manage the finances and personal care of another person who cannot do so themselves. This post explores the different types of...
Understanding the Impact of Having One Beneficiary: Will vs. Trust You might be wondering: does the presence of a single beneficiary influence the choice between a will and a trust in estate planning? Let’s delve into the key distinctions between these legal...
Exploring the Disadvantages of Trusts in Estate Planning A common question among those contemplating estate planning is: what are the drawbacks of establishing a trust? While trusts offer various benefits, it’s imperative to thoroughly assess their potential...
Understanding Probate Attorneys and Estate Planning Inquiries often arise regarding the legal professionals responsible for drafting trust and estate documents. In California, the expansive domain of trusts, estates, inheritances, and related matters falls under the...
Understanding the Timing of a Living Trust Determining when to establish a living trust is a common concern for individuals seeking to safeguard their assets and streamline the distribution process for their beneficiaries. Let’s explore the factors to consider...
Understanding the Cost of Estate Planning Determining the cost of an estate plan is a significant consideration for many individuals. It’s crucial to understand the components of a complete estate plan– and the potential consequences of not having one....
In short, the answer is “yes.” Many people question the necessity of hiring an estate planning attorney in today’s digital age, where DIY options are plentiful. However, the repercussions of improperly drafted documents can be severe. Let’s...
There is an uncomfortable conversation that every adult must have at one point in their lives, one that’s particularly difficult because it deals with your eventual passing away. No one wants to think about the inevitable, let alone have a full on discussion...
Financial elder abuse has become a major issue in the world. According to a 2010 Investor Protection Trust Elder Fraud Survey, one in five U.S. citizens over the age of 65 have been victimized by financial exploitation. The annual amount of loss caused by these...
