Understanding the Duties of a Fiduciary in California
Trusts, conservatorships and guardianships all share a common characteristic: They are managed by a person who owes a fiduciary duty to the beneficiary (or beneficiaries)
March 21, 2022
Carrying Out the Provisions of a Trust and Estate Plan
Handling the final affairs of someone who has passed away can be overwhelming. The same is true when helping someone who has become unable to
March 18, 2022
Tips for talking to your parents about estate planning
One of the biggest obstacles to effective estate planning is confronting one’s own mortality. It certainly isn’t easy, but it’s necessary if you hope to
March 7, 2022
Basic Conservatorship Information
Helping someone who has become unable to take care of himself or herself anymore can feel uncertain and even scary. Often it is not clear
February 23, 2022
Discussing Estate Planning with Aging Parents
As parents age, there comes a time when their adult children may want to talk to them about estate planning. Often, this is to ensure
February 22, 2022
How to Make a Plan for Incapacity
Incapacity planning is one of the most important parts of estate planning. Estate planners should know what they should include to ensure they are protected
February 3, 2022
Basic Probate Decedent’s Estate Information
Handling the final affairs of someone who has passed away can be overwhelming. There are many issues to address such as memorial service, cremation, and
January 27, 2022
What are some common estate planning killers?
After one finally sets aside the time needed to estate plan and gets it finalized, we may think that our job is done. However, in
January 24, 2022
Intestate succession in California
Intestate succession is the legal process through which a person’s end-of-life estate passes if they die without a will or other applicable estate plan. It
January 9, 2022
Selecting an estate representative when there is no will
When a person in California passes away, a person referred to as the estate representative is responsible for managing the deceased’s estate as it moves
December 27, 2021
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