Your loved one dies, and you discover that you’ve been cut out of the will or trust. You might still be reeling emotionally from the death in the family when you are shocked by this further bad news. The inheritance you have expected throughout your life is not going to happen. A California estate planning […]
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Nursing Homes & The Coronavirus Outbreak
Nursing homes have struggled with the coronavirus outbreak. Residents in long-term care facilities and nursing homes are at high risk for COVID-19. Reasons for the high risk given by the Centers for Disease Control include the fact that many nursing home patients are elderly adults with underlying health conditions. Also, the nature of nursing homes, […]
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Estate Planning for Women After a Divorce
As soon as the dust settles after divorce, women need to take care of other paperwork to avoid problems now and down the road. A California estate planning attorney can help you get ready for the next act of your life. Here are a few examples of ways to protect yourself and your loved ones. […]
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Estate Planning for Single Fathers
Estate planning is essential for all parents. However, single fathers face additional challenges and issues when preparing their estate, especially if their child’s other parent has passed away or cannot care for the child. Our California estate planning attorneys can help you address common estate planning issues for single parents. Creating an estate plan gives […]
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Three Trust Contest Problems Your Survivors May Face
If you have a living trust, or are considering getting a living trust in California, you might wonder what may happen to your trust after you pass on. You’ll probably want to know if someone can come along and challenge the trust — possibly getting a judge to set it aside, or causing your survivors […]
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Common Problems in Trust Administration
Trust agreements are an essential and versatile tool in estate planning. Many individuals use one or more trusts to protect assets, avoid probate, reduce tax liability, or delay distributions to minors and other beneficiaries. However, trustees can run into problems with the trust administration, especially if they did not consult a California estate planning attorney […]
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What Is Undue Influence in Elder Law Cases?
Whenever a person leaves a disproportionate share of his or her assets to a caregiver or friend, or only one or two of the person’s natural heirs, leaving out others, the disappointed would-be beneficiaries are likely to cry “undue influence.” This argument is often the basis of a will or trust contest. Sometimes close friends […]
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The Real Cost of Probate in California
It can be expensive and time-consuming to take an estate through the probate courts in California. There are many fees set by the Probate Code that will come out of the estate before the beneficiaries receive a penny. Sometimes, people have to sell the family home or farm to pay the probate costs. Many people […]
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10 Life Events That Should Trigger an Estate Plan Review
Congratulations – You took the first step and set up an estate plan. You’ve made the right decision to protect your family in case something happens to you. But before you stick the papers in a drawer, you need to think about when you should plan on taking another look at the documents. Even the […]
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Three Things You Should Know About Revocable Living Trusts
A revocable living trust is an essential estate planning tool. You can accomplish many things with a trust that you cannot do with a will. However, you can lose many of the advantages of a living trust if you do not complete the necessary steps. A California estate planning attorney can draft the trust document […]
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