When you work on your California estate plan, you may feel most concerned with putting together a will, a power of attorney and an advance health care directive, among other possible inclusions. However, you would be wise to also consider who you are going to name as...
Bay Area Estate Planning and Family Law Blog
What are personal representatives responsible for?
Though it differs from state to state, generally speaking, personal representatives are estate executors named in a will or appointed by the court in the case of an invalid will or absent will. After approval and appointment, this individual will hold the duty of...
Can a jealous sibling spat end in litigation?
Sibling spats are a somewhat natural part of growing up in a family with siblings at all. Many of these disputes are relatively mild, and most people will grow out of them in their adult years. However, some disputes can continue to escalate throughout childhood and...
Is it necessary to update your estate plan?
There are two parts to estate planning: creating a plan and maintaining that plan. Failure to keep your plan updated can result in lost assets, wasted resources, beneficiary confusion and estate disputes. Contrarily, an updated plan can provide your surviving family...
What is needed to set up a conservatorship?
In California, a conservatorship is a protective proceeding for an adult. Conservators handle all medical and financial affairs for conservatees because they cannot care for themselves. The process of filing for a conservatorship is complex. If you intend to file a...
When may the court consider a will invalid and what may occur?
California probate court judges oversee transferring assets to the heirs named within a valid will. If you wrote out a will while experiencing a cognitive or mental health issue, however, your heirs may contest its validity. As noted on the California Legislative...
What documents should you include in an estate plan?
Preparing for the future can often include crafting legal documents that let your family know what medical treatments you want in a serious situation and where you want your assets to go after death. As you go through estate planning, you may wonder what documents are...
Advantages and disadvantages of a revocable trust
A revocable trust is one which you can make changes to or cancel as long as you are still alive. According to FedWeek, "living trust" is another term for this kind of estate planning document. A living trust has many features that make it attractive to you. However,...
What should a blended family estate plan look like?
In the past, it used to be a much rarer occurrence to come across a blended family. These days, with the rate of remarriage after the loss or divorce of a spouse, blended families are more prevalent than ever before. Of course, though this has many benefits and things...
Parties who qualify to act as a conservator
A conservatorship allows a responsible person to make decisions for another adult in such areas as personal finances. The situation typically involves some sort of cognitive disability on the part of the person who holds the estate. The role of a conservator calls for...