Undue influence in estate planning can cause significant issues with any beneficiaries. Understanding the burden of proof when contesting an estate plan on the grounds of undue influence is important. This ensures clarity and protection for the estate owner’s true...
Year: 2024
What assets are subject to probate in California?
Probate refers to the court-supervised process that distributes a deceased person's estate. While some assets bypass probate, others require it to ensure proper distribution. Understanding which assets go through probate can help families prepare for the process. Real...
How to organize files for your next of kin
Organizing your important documents is more than just a practical task—it is a way to honor your life’s work and ensure that your loved ones can easily manage your legacy. Knowing how to organize your files can provide peace of mind for both you and your family. Start...
It’s never too late to make an estate plan
Estate planning allows elderly people to protect their assets and ensure that their wealth is passed on to future generations. A well-structured estate plan provides clarity and peace of mind by outlining exactly how to distribute assets after death. This planning...
Strategies to expedite the probate process
Probate is the legal process that occurs after someone passes away. This process involves the distribution of their assets and the payment of any debts. Probate can be a lengthy process, often taking several months to over a year to complete. However, there are...
Advance directives and how to obtain them
Advance directives are legal documents that allow individuals to outline their preferences for medical care. They're used if the person cannot make decisions for themselves. These documents ensure that a person's healthcare wishes are followed. It's important to know...
Starting an estate plan in California before illness strikes
Timing can play a crucial role when managing your assets and planning for the future. You might wonder if starting an estate plan is necessary before any health issues arise. Many people postpone estate planning, thinking it's only relevant for the elderly or unwell....
Leaving inheritance to your grandchildren but not your children
You may want to leave your children out of your will for many reasons. It may be because you have already given them their inheritance in advance, or they have become estranged. Whatever the reasons, you are entirely within your rights to do whatever you want with...
Should you revise your estate plan after you retire?
Retirement often marks a significant life change, and it’s essential to revisit your estate plan during this time. Ensuring that your estate plan reflects your current wishes and circumstances can provide peace of mind and security for your future. Importance of...
Inheriting historical properties in probate
Inheriting a historical property comes with unique challenges and responsibilities. California's probate process can add extra layers of complexity when dealing with such properties. It's important to understand these considerations to manage the inheritance. Defining...