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...
Concord Probate & Estate Administration Law Blog
Where do I open probate for my loved one’s assets?
Opening probate to distribute a loved one's assets can be a complicated process. If all of the deceased assets are located in a single state such as California, the process is easier, but even in then, you may have to decide which county court system the probate case...
What happens to your home when you die?
One question that may make a person feel uneasy is what happens to assets like their home when they pass away. The reality is that most adults should consider estate planning in California to ensure that their assets end up in the hands of those whom they want to have...
Undue influence in Concord, CA
The concept of someone taking advantage of an elderly person to gain access to their financial resources is despicable. While there are thousands of instances each year of phone scammers, online con artists and other long-distance scams, there are also cases of people...
Considerations when helping a parent write a will
Writing a will is an important step for individuals regardless of their age, but older people especially need to consider how their family members will be taken care of after they pass. Residents of California may have parents who are considering their options with...