For wealthy individuals and families in California, estate planning is more than just splitting up assets. It is a way to protect wealth, avoid problems, and create a lasting legacy. Here are three important things wealthy Californians should consider when planning...
Month: October 2024
How do pet trusts work, and why might you consider one?
Pets are part of the family, and many people want to make sure their pets are cared for after they're gone. A pet trust offers peace of mind by providing for a pet's care if the owner passes away or becomes unable to care for them. This legal arrangement ensures pets...
Holographic wills: Are they valid in California?
When planning for the future, many people think about writing a will. Some may consider writing it by hand in the hopes that it will save time and effort. One name for a handwritten will is a "holographic will." While California does recognize holographic wills, they...
The burden of proof for undue influence in estate planning
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...