Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that perfectly met your
Many people procrastinate, putting off large or unpleasant tasks for as long as possible. Making a will or a trust is often one of the
California Court Limits Rights of Survivorship Account Holders By Austin Adams A recent case decided by the California Court of Appeals places new limitations on
When people think of estate planning, they often think of a will or trust and the disbursement of their assets upon death. A will and/or
While several financial elder abuse cases involve family members, there are many that include caregivers. Caregivers often spend many hours alone with vulnerable dependent adults. As the
After creating a trust, the first thing you must do is to “fund” it. This means you need to transfer your assets that are titled
What is the Uniform Trust Decanting Act? To decant wine is to pour it from one container into another, leaving behind unwanted sediment and bringing
By Jonathan Huber I’m not your typical estate planning lawyer. I started practicing law over 15 years ago with the simple belief that every person matters, their
By Erik Hartstrom Losing a parent is a tragedy at any age, that tragedy can be compounded by how the parent(s) left their financial affairs. When it
By Angela C. Thompson Frequently, our office receives a call from a prospective client who was the “life partner” or “long-term companion” of a decedent.
