A limited conservatorship refers to a legal proceeding in which a judge appoints an individual to care, and make decisions, for a developmentally disabled adult. The appointed individual is the conservator, and the adult with the disability is the conservatee. There...
When you open certain types of retirement, life insurance or other financial accounts in California, you typically have to name someone as a beneficiary of those accounts. That way, the party you designate receives the contents from the accounts when you die. However,...
Many California residents neglect to create estate plans, citing similar reasons for failing to do so. Some say they do not create estate plans because they feel they do not have enough assets to warrant one. Others neglect to put plans in place because they do not...
When creating your estate plan, it is important that you ensure you include everything needed to leave behind clear and detailed instructions for how you want your assets handled after your death. The New York Times explains there are a few items you will need to put...
When you have a loved one who is either aging and unable to properly take care of him or herself or is experiencing mental illness that prevents him or her from handling daily needs, you likely want to do whatever you can to help. But many times, it is difficult...
When forming an estate plan, everyone hopes to avoid unnecessary complications for their executor, family and heirs. One thing many people worry about is probate. Most estates undergo the probate process, but there are numerous misconceptions about how it actually...
Most California residents who take the time to create estate plans include wills in those plans, but far fewer also establish trusts. Yet, there are many specific estate planning goals you may accomplish with a trust that a will does not enable you to do. According to...
Estate planning is often associated with people entering their retirement years who have many assets to take care of. However, the process is crucial for people of all ages, including people in their 20s. Creating an estate plan while you are young protects your...
Estate planning is a very difficult thing to manage. Most of the duties outlined within it end up left to the same person, too: the executor of the estate. What exactly does an executor do? What are their duties and responsibilities? Central role of executors Forbes...
An estate plan's maintenance and care do not end when the estate plan itself gets created. It is important to review the estate plan periodically to ensure that it is still up to date. What areas should you focus on when it is time to review your estate plan, though?...
