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Phone: 925-852-6014
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Phone: 925-852-6014
Free 30 Minute Initial Consultation. Telephone Conferences Available via Phone and Video.
You have concerns about the ways that some of your adult children manage their money. One lives beyond his means, purchasing items he cannot afford and racking up a great amount of debt. Another has been in trouble with the law and likely has a substance abuse...
Retirement planning and estate planning in California are related. Together, they protect you, reduce stress about the end of your life and help plan the future you want for your family. Retirement planning vs. estate planning With retirement plans, you focus on ways...
California has three types of conservatorships: general, limited, and temporary. A conservatorship is a legal guardianship over an adult. Conservators have specific types of authority over the conservatee's life. This is not the same thing as a power of attorney...
Understanding what use Medicaid trusts have is important in Concord, California. Law can be confusing since every state is different. Medicaid trusts fall under elder law, and it would be wise to find a lawyer that specializes in it. Other areas of law that connect to...
Trusts are pivotal in protecting an estate and growing it tax-free. In some instances, however, the wishes expressed in a will and the contents of a trust conflict. California attorneys are equipped to guide you in these cases, but the details of your trust are what...
One of the most important estate planning decisions you will make is choosing an estate executor. This person will make sure that your estate and all its assets get distributed according to your wishes. They will also help settle any disputes that may arise during the...
If you are a California resident who has a special needs child, you will want to ensure that they're taken care of for their entire life. One way to do that is through a special needs trust. You should know how you can establish that trust and how it works. What is a...
People can face a challenging time after the death of their California loved ones. Not only must they deal with the difficult emotional aftermath but also the often complex practicalities of transferring property, closing accounts and ensuring the wishes of the...
California estate planning and administration laws recognize a power of attorney designation for a person, known as the agent, to make decisions on behalf of someone else, known as the principal. It frequently becomes necessary as loved ones age and experience mental...
One of the best methods of protecting property is putting it in a trust and designating ownership to a trustee. There are several reasons anyone would want to take this legal step to protect their property, ranging from qualifying for Medicaid due to a nursing home...