Disputes might arise among siblings who are taken aback by the terms of a will. It's also common for siblings in California to feel that their assets have been unjustly allocated. What happens during a sibling inheritance case? Inheritances (including money, real...
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Estate Planning
Important things to consider while creating an estate plan
California is a great state to spend your life in after retiring. However, it is a good idea to think about estate planning well before you reach that milestone. Taking care of these matters might sound uncomfortable, but it doesn't have to be. With that in mind, here...
A living trust vs. a will
California is a state that's full of hard-working people. After working most of their lives, many people understandably want to protect their estate. If you are in the process of doing so, you may have heard about wills and living trusts. With that in mind, here's a...
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...
The importance of writing a will
If you live in California and are creating an estate plan, you probably need to write a will. This may be the case even if you are largely using a trust, beneficiary designations or other tools to pass assets since you can use a will to name a guardian for your minor...
Forming an estate plan is essential to eliminate family disputes
As you get older, forming an estate plan in California is essential if you have more than one child and several assets. Failing to do so may result in hard feelings and disputes between siblings in the future when you've passed away. Forming a solid plan now...
Steps to become a power of attorney
A power of attorney (POA) is an individual that you trust and not only a document that is signed. You have to become an agent who puts the interests of another person above your own. In California, there are several steps to take to become a good representative for...
Estate planning essentials
People who develop estate plans enjoy peace of mind because they know that preparations have been made to take care of their loved ones. When California residents make these preparations, one of the most important decisions they face is choosing a responsible person...
Pros and cons of naming corporate trustees in California
Appointing a trustee over your estate can be a stressful decision. Sometimes, people choose to select a corporate trustee over a friend or family. There are many reasons to appoint a third party to act as trustee when estate planning. A trustee is responsible for...
Should a prenup be part of your estate plan?
When California couples decide to marry, they may also be prompted to make other decisions about their future planning. This is especially true for people with specific circumstances, such as owners of closely held businesses or parents of children from a previous...