Beneficiaries in California and throughout the country will want to update themselves on new rules that apply to assets acquired as inheritance through retirement benefits. Such benefits include Individual Retirement Accounts (IRAs), as well as programs, such as...
Compassionate And Competent
ESTATE PLANNING – Estate Administration & Probate
Celebrities who did not sign a will
Many high-net-worth Californians wait until later in life to make an estate plan. Since it is impossible to know for certain when an individual life will end, waiting to prepare estate planning documents could be a significant mistake. Dying without a last will and...
Single adults will still benefit from an estate plan
Planning for the future is an important step for adults of all ages and income levels, but it is also important for both single and married individuals. You may assume that estate planning is most beneficial for married adults, but this is not necessarily the case....
Judge rules on Anne Heche’s estate administration
When Anne Heche died after a single-vehicle collision in California last August, details surrounding her death became subject to conjecture and debate. The Hollywood star’s fans and loved ones continue to grieve her loss, while certain family members, including her...
You can control your health care in the future
While you cannot predict what will happen in the future, there are things you can do that will provide you with a measure of control over certain important matters. Through specific estate planning tools, you can have the final say in critical health care issues you...
Choosing a power of attorney
It is always a good feeling to have someone in life who offers encouragement, support and assistance in time of need. Especially in a time of crisis or health emergency, having a strong support system in place is a tremendous help. This type of support is often...
3 key issues to avert estate administration problems
Many California residents understand the importance and value of executing a solid estate plan while they are still of sound mind. It is not uncommon, however, for certain issues to spark problems, particularly among family members who may not get along so well on a...
Should a special needs trust be a part of your estate plan?
Planning for the future can be a difficult process as it requires you to consider what will happen to your property after you pass. Considering your own mortality can be difficult, but it is a critical step for every California adult. It is especially important if you...
When probate sparks sibling rivalry
Whether a set of siblings usually get along well or have a contentious relationship, most families try their best to pull together and cooperate when it comes time to lay a parent to rest. If a problem regarding a parent's last will and testament or other estate...
Finding out who is listed in a will
The California estate planning process often includes numerous legal documents. There are no rules regarding which documents must be included in a specific plan and one person might choose to execute one or more documents that another estate owner deems irrelevant in...