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Grounds for removing a trustee in California
When a California resident establishes a trust as part of an estate plan, that person (called the “settlor”) usually makes a substantial effort
What is an average inheritance?
An important and often overlooked step necessary for planning your estate is to sufficiently fund your own retirement. While factors such as wealth
Selling a Home as a Successor Trustee
When a homeowner places a property in a trust, the responsibility of managing and eventually selling that home may fall to the successor
What are the pros and cons of a California 529?
As parents get ready to send their children off to college, they are usually at the apex of careful financial planning that began
Effective estate planning may include updating it periodically
Even conscientious Californians might make missteps with their estate plan. Many might perceive that to be connected to omitting important aspects, failing to
Addressing digital assets is essential with estate planning
In San Jose and across California, estate planning is taking on newfound urgency. People are increasingly concerned about the future, taking care of
How is estate planning different for single people?
When most people think about estate planning, they are probably concerned, first and foremost, with the decisions about who will receive their assets
Key facts a person granting a power of attorney should know
A power of attorney is something that many Californians will consider as they are moving forward with estate planning. While other documents like
What to include in incapacity plan and who to pick to manage it
Planning for incapacity is not something estate planners always immediately think of but it is as important as other parts of their estate
Mistakes to avoid in the estate planning process
Young or old, rich or poor, married or single, individuals in California and elsewhere should understand the benefits the estate planning process could
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Recent Posts
- California Intestate Succession: Who Inherits When There Is No Will
- What Is a Personal Representative in a California Estate?
- California Probate Court: How the Process Works in Santa Clara County
- How to Avoid Probate in California: 7 Strategies for Bay Area Families
- What Assets Are Subject to Probate in California?