Results-Oriented: Creative, Strategic And Skilled Legal Techniques
Undue influence isn’t something that is limited to estate planning, even though that’s where it often shows up. It just happens when one person uses a position of power to influence the other person to make a decision that is not in their own best interests or that...
California intestacy law dictates how assets held in your estate are allocated if you die without a will or a trust. State law may also take effect if your will or trust is found to be invalid for any reason. Therefore, it's important to review and update your estate...
Sometimes the probate process that occurs after a person’s death can become much more complicated. This is often the case in the state of California where certain residents may own property that exists in other states. Navigating such a probate case can be difficult...
The death of a loved one is an unfortunate but unavoidable time for families throughout California. One way people can provide for their loved ones after passing away is with a proper estate plan. And there's almost no more vital role in someone's estate plan than the...
Estate planning in California is essential to protecting your family’s financial future. However, believing what anyone says without question can lead to costly mistakes, especially in trust litigation. To clarify, it is essential to understand the concept of word...
Financial planners encourage people in California to execute power of attorney (POA) documents in case of an unforeseen emergency. The POA allows the principal to name an agent to act on their behalf in financial and/or healthcare matters. The document generally takes...
California hospitals must consult with your next of kin if you become incapacitated or have an accident. The person the hospital contacts can make healthcare decisions since you cannot speak for yourself. However, hospitals must do this only if the state has a...
Some people in California who are planning their estate might decide to use both a will and a revocable trust. These tools have different functions and ideally will complement one another, but there are also situations in which the instructions in each one conflicts...
Agents sell reverse mortgages to seniors who need money to meet their living expenses. When the senior dies without paying the reverse mortgage, the heirs generally have between one and six months to turn the home over to the mortgage company or pay off the loan...
When deciding what will happen with your estate upon death, you must have the capacity and freedom to make your own decisions. Unfortunately, in undue influence cases in California, someone can manipulate an individual into making estate planning decisions in their...