The death of a loved one is always difficult -- discovering their will does not seem to reflect their life or expressed wishes can make things even worse. Now, you must wonder if someone interfered with your loved one's final wishes and if you should challenge the...
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Year: 2024
Sentimental items cause difficult estate disputes
Estate disputes can happen for many different reasons and surrounding a variety of assets. In some cases, it’s just about money. A group of beneficiaries has been left a significant sum of money that will change their lives, and they can’t agree on how that money...
3 reasons to revoke power of attorney authority
During the estate planning process, establishing a power of attorney is a crucial part of ensuring one's affairs are managed effectively in the event of incapacity or other narrowly tailored circumstances. A power of attorney helps by granting authority to a trusted...
What to do if you can not find the decedent’s will
The single most important document to locate after a testator passes away is their will. Their will contains the testator’s last wishes, including instructions on how their estate should be managed, who should benefit from the estate and who is responsible for...
Elder abuse can be financial
Elder abuse is sometimes physical, and this is often what people think of first. Any type of abuse conjures up images of physical contact or violence. And, if you believe that this is happening, it is certainly important to know what steps to take to protect your...
What does it take to successfully contest a will?
In the wake of a loss, you might be considering contesting a loved one’s will. But before embarking on this path, it’s crucial to understand the legal process, potential grounds for contest and the significant implications involved. To contest a will, you must have...
Can you contest a power of attorney?
Your loved one may have appointed an agent through a power of attorney (POA) to ensure their affairs are well managed if they become incapacitated. Therefore, you have a right to be concerned about the agent’s actions or even the validity of the POA. In such a case,...
What are the leading causes of trust disputes?
Inheritance-related disputes can have a lasting impact on everyone involved. This explains why most people create estate plans to make clear their wishes when they are no longer around to speak for themselves. Unfortunately, inheritance disputes are not uncommon. Here...
How can I minimize estate taxes in California?
We all want to leave an inheritance to the people we care about when we die. This explains why most people write wills. Done right, a will can ensure that your assets pass down to your dependents per your wishes. However, estate taxes (besides probate costs) can eat...
Are heirs and beneficiaries the same?
If you’re planning for the future, then you may be thinking about making an estate plan. An estate plan allows you to anticipate your passing and instruct what happens to your assets afterward. The main legal document in your estate plan is your will. A will includes...