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

The Importance Of Having a Durable Power Of Attorney

It is important to have a durable power of attorney in place in California to handle specific financial, legal or health matters when you are incapacitated. Having this type of legal document is vital at any age, but as you are aging, you are more likely to have a physical or mental health issue that …. 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 and Trust Administration in California

Administration of a trust or an estate, in California, requires great focus and attention to the California probate code. While many are quick to accept the responsibility of being a trustee or an executor for a loved one, close friend, or business associate, those who do are often unfamiliar with the fiduciary duties involved in …. Read More