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Whether or not you need a revocable or irrevocable trust for your California estate plan depends on several different factors. One of the big differences in the two is that a revocable trust can be changed or cancelled while an irrevocable trust cannot be except in a...
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...
If you live in California and you are creating an estate plan, you might wonder what the difference is between a will and a trust and whether you need one or both documents. Most people need at minimum a simple will as part of their estate plan, but not everyone needs...
As you write your will in California, some people might tell you that you should include all your children as beneficiaries. However, including all your children isn't always in their best interests. Maybe you have a child who's irresponsible and can't be trusted with...
Like many people, you may see little harm in taking estate planning into your own hands. There are many services that allow you to draft your own documents, as well as manuals to guide you through the process. You may think that do-it-yourself (DIY) estate planning...
Today, I am beginning a blog on the website. I am doing this to provide what I hope will be valuable and interesting information to my readers. The whole area of elder law, conservatorships, wills, trusts and estate administration is...
A conservatorship is a court case where a judge appoints a responsible person or organization (called the "conservator") to care for another adult (called the "conservatee") who cannot care for himself or herself or manage his or her own finances. Conservatorships may...