When someone creates a will in California, they must name a man, woman, or sometimes a bank or a trust company to carry out their wishes or provisions of their will, among other tasks. However, there are circumstances where the beneficiaries or other people with a...
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Month: June 2022
Retirement accounts and probate
Retiring in California is the dream of millions of people. However, this dream may be derailed when a person dies and their estate passes into probate. For individuals with a large estate, probate can be a useful tool to avoid problems. Probate is a complex process...
The importance of beneficiaries in estate planning
Estate planning in Brea, California can be a time-consuming process. Most people do not look forward to estate planning and preparing the ground for your beneficiaries. Beneficiary designations with financial institutions are important because they override decisions...
When do you need an LPS conservatorship?
Dealing with a mentally ill loved one in California can be a tricky experience. This is all the more true if their condition is a result of a physical illness. If this is the case, you will want to do all that you can to help them. You may need to step in as a...
Should you sue or contest a trust in California?
When it comes to trusts, there are two primary ways to challenge them: through a lawsuit or by contesting the trust. Although they may seem interchangeable, there are some key differences between the two approaches. Suing a trust This option is typically used when...