The short answer is no. Verifying the legitimacy of a will before your named executor can distribute the estate to the designated beneficiaries is one of the most vital aspects of the probate process. Therefore, even if you have a will, the executor will still need to...
Compassionate And Competent
ESTATE PLANNING – Trusts
Are you someone who could benefit from a trust?
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...
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...
Should a special needs trust be a part of your estate plan?
One of the most important reasons to create an estate plan is to ensure that loved ones receive assets and property in the future. Caring for family members is a primary reason to plan for the future, and there are different estate planning tools available to you that...