Planning for the future is a process that is personal and specific to the individual creating the plan. If you are strategizing about the specific tools you need to include in your estate plan, you are likely starting by drafting a will. This is a document that...
Compassionate And Competent
Month: June 2023
Are conservatorship and a -power of attorney the same?
Many California residents will become incapacitated at some point in their lives. This might happen because of brain trauma suffered in a car accident or because of a neurodegenerative condition, such as dementia. Incapacitation can also occur because of mental...
What are holographic, oral and video wills?
When most people think of the California estate planning process, they imagine legal documents that have been typed with a space at the bottom for signatures. Regarding a last will and testament, however, this is not the only type of will there is. In fact, there are...
Bequeathing assets in an estate plan, will versus trust
Many people in California and beyond intend to leave their loved ones something of value when they die. An inheritance is a gift that, in some cases, keeps on giving for a lifetime, such as when a business owner passes the company to an heir, through succession. When...