Archives: Estate Planning

Conservatorships in California

Conservatorships are court cases that help find responsible and willing adults or organizations (conservators) to take care of another adult (conservatee) who may not be able to take care of themselves because of developmental disabilities, cognitive issues or a serious accident. A conservatee can assign their responsibilities to conservators like the managing of their finances …. Read More

Can’t I just make medical and financial decisions for my spouse anyway?

For many people who have found themselves in a situation where they have needed to make health care (including financial) decisions for a spouse who may have become incapacitated, legal difficulties were not a problem; usually, health care providers have consulted with the next-of-kin for healthcare decisions. However, when potential disagreements with and/or objections from …. Read More

A Loved One has Died and Named me Trustee; Now What?

It is quite common for people to nominate a close relative or dear friend as trustee for their living trust, and most of us so named readily accept without much consideration. When that grantor, or person who created the trust, dies, you may find yourself somewhat overwhelmed by the task ahead and uncertain how to …. Read More

How Often Should I Review My Estate Plan?

Estate planning is important; even though it is something many try to avoid. Estate planning is the act of preparing for the transfer of a person’s assets after his or her death. A person’s estate may contain pensions, life insurance, real estate, personal belongings, cars, and debts. The importance of reviewing your estate plan Reviewing …. Read More

Estate Planning in California

Everything about California is diverse, from our diversity of topography to our diversity of culture. Families are no exception, as California families come in all types and sizes. The key to successful estate planning in such an environment is to be aware of that diversity and take actions to resolve the legal issues such diversity …. Read More

Estate Planning in Calabasas

We all know that we cannot escape death. Knowing that someday we will pass on, separates us humans from the animal kingdom. Dying isn’t something we need to dwell on, but it is something we need to prepare for. Estate planning is something that can be done at any age, but postponing it puts undue …. Read More

What happens to your estate when you die?

What happens to your soul once your body ceases to function is a philosophical question, but your body is either buried or cremated.  The end. But what about all your assets? You know – your stuff? Those things go to the living you leave behind and how you prepare for your final moment determines where …. Read More