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Four ways to ensure that you can pay for long-term care
The chances that you’ll need long-term care at some point in the future is probably higher than you realize. In fact, someone turning
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
Choosing a power of attorney agent
The older a person gets, the more likely it is that they will suffer from a physical or mental condition that makes it
The difference between a conservatorship and power of attorney
Planning for, or dealing with, an incapacitation can be one of the most difficult aspects of estate planning. Your loved ones mean everything
What are some needed items for incapacity plans?
The term, “incapacity plan,” refers to that part of your estate plan that activates when (if) you become incapacitated but are still alive.
How long must a conservator serve in the role?
When Californians think about estate planning, it is natural to focus on wills, trusts and other basic aspects of preparing for the future.
Do I need to update my estate plan after having kids?
Congratulations! Having a child is a life-affirming and life-changing event, and you are going to be a great parent. Breathe, and take it
When do I need to update my estate plan?
There are several key moments in your life when you should consider updating your estate plan in addition to regular and routine reviews.
Selling a home as a successor trustee
A successor trustee in California has many responsibilities. A successor trustee is someone who steps into the role of the grantor, who is
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