People establishing estate plans in California have unique goals and concerns. For some, supporting charitable causes or giving back to their churches might be a priority. For many others, providing support to loved ones is the main priority. Regardless of the legacy...
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Estate Planning And Litigation
4 misconceptions about the California probate process
The probate process is a legal procedure that comes into play after a person's death, overseeing the distribution of their assets according to their will. Unfortunately, people often misunderstand probate. Misconceptions and myths about this process can lead to...
When can people challenge a will based on a lack of capacity?
Families usually do everything they can to uphold the will of a deceased individual. They want to carry out that person's last wishes and fulfill their intended legacy. However, sometimes families end up questioning whether the terms in a will are appropriate. For...
When do people need to review and update their estate plans?
Those who have drafted estate plans are technically ahead of the curve compared to most other adults. Quite a few people don't have will or any other estate planning documents in place. Drafting an estate plan can give people peace of mind, but they do have to be...
Who might exert undue influence on a California estate plan?
The terms that an adult adds to their estate plan should be rooted in their personal wishes. The hopes they have for their beneficiaries and the promises they may have made to loved ones can influence how they decide to distribute responsibilities and resources after...
California estate planning: Living trusts fill a critical role
More Californians than ever have taken an interest in estate planning to protect their family, legacy and valuable assets. A living trust is an estate planning tool that allows individuals to manage their assets while alive and help ensure a smooth transfer to...
Can someone lose their inheritance after contesting a will?
Some people expect an inheritance because they have a close family relationship with an individual who has substantial resources. Other people hear direct confirmation from a loved one about their legacy intentions. A child with two siblings may have grown up knowing...
Addressing a business in a California estate plan
A business that someone started or acquired during their life may be their main source of income. It may also be their most valuable personal resource. They, therefore, may have an interest in seeing the company continue if possible after they die. There are multiple...
Why do many people put off appointing a healthcare proxy?
Thinking about your mortality is rarely pleasant. Therefore, it's no surprise that many people put off important estate planning tasks, like appointing a healthcare proxy. This document, also known as a durable power of attorney for healthcare, can allow you to...
When can families remove the representative of an estate?
The California probate courts oversee the administration of many estates. They also sometimes hear lawsuits. Probate litigation could result from questions about the validity of an estate plan when families question the documents. Other times, family members of the...