Call 530-427-7319 Today
Compassionate And Competent
When it comes to estate planning, many people assume that married couples must create joint or mirror-image plans. After all, marriage is a legal and financial union, and it seems logical that estate plans would be handled the same way. However, the truth is that...
When someone passes away, it is not unusual for them to leave behind a few debts. Those debts don’t just go away because of that death. Instead, creditors will try to collect what they’re due. The way this is done depends on specific information regarding the...
Trustees play a vital role in managing your trust assets and fulfilling the trust's purpose according to your intentions. When trustees fail to perform their duties properly, the financial security the trust was designed to provide becomes jeopardized. Understanding...
Adults should have an estate plan in place to provide instructions about who should receive which assets when they die. These plans also provide certain information about your wishes if you become incapacitated. While it’s true that estate planning is unpleasant, it...
Do you have a caregiver who has helped you remain in your own home as you’ve gotten older? They may provide a little – or a lot – of assistance with household chores and “activities of daily living” like dressing and bathing as well as companionship. You may want to...
Nobody likes to think about death, especially the tragic passing of loved ones you've named in your trust. Yet facing this possibility now can save your family heartache later. When someone you've named as a beneficiary dies before they can receive their inheritance,...
An executor plays a critical role in estate planning by managing the distribution of a person's assets according to their will after they pass away. In California, the executor handles tasks like paying debts, filing taxes and distributing assets to beneficiaries....
Creating a trust can be a crucial part of your estate planning. Trusts help manage your assets, provide for your family, and reduce taxes. There are two primary types of trusts: revocable and irrevocable. Understanding their differences and benefits can help you make...
An executor ensures a deceased person's wishes are carried out and distributes their assets according to their will, playing a vital role in estate planning. This responsibility involves managing the estate, paying off debts and distributing assets to beneficiaries....
Picking the right trustee stands as one of your most important estate planning decisions. The choice between a single trustee or multiple trustees affects how your trust will serve your family's needs. Multiple trustees bring extra oversight to your trust management...