You may have a family member that, because of a disability stemming from childhood, is not able to exercise self-care and needs someone to act as a conservator. However, you do not want to take away the full rights of your loved one, which is why a limited...
Month: September 2020
Fiduciary duties and accounting
As a fiduciary to a beneficiary, there requires a long-standing commitment to arrange financial details, make important decisions regarding a trust and keep an impartial head about things even when beneficiaries get heated over the division of trust assets. As Forbes...
Probate law and the new process to settle small estates
Under California law, there is now a simple procedure beneficiaries can use to settle estates with assets that do not exceed a certain level. The new law helps these small estates avoid probate and simplifies the task of transferring assets. Probate explained...
Why might family members contest a will during probate?
Whenever a family member contests, or tries to argue against, certain parts of a will, probate becomes more complicated. If the writer of the will was unduly influenced or distressed during the process, it may mean the beneficiaries have a reason to interrupt probate....