When it comes to the process of probate, many people are unfamiliar with what it is and how it works. Whether you are planning your estate or have recently lost a loved one and dealing with the probate process, having an experienced attorney guiding you through the process and educating you on important probate terms can help.
Blog
The Importance of Signing a HIPAA Release During Estate Planning
Estate planning is not just about setting up wills and trusts to care for your loved ones when you’re gone. It’s also about preparing for the unexpected surprises in your own life, especially when it comes to your own health.
How and When Should I Update My Estate Plan?
If you have an estate plan, you’re doing better than about 50% of Americans, who don’t have a plan in place at all. Good job! Now, have you considered the need to update or amend your plan? You can’t just cross things out and initial your changes. For one thing, you...
How Grief Affects Thinking
We have been talking about the importance of timely estate planning in many of these posts. Obviously it is optimal to plan when we are clear-headed. We also know that grief can cloud thinking. This is why an estate plan, complete with health care directive, can...
The Risks of Writing Your Own Will
There are so many resources online that show you how to do everything from making a gourmet dish to refinishing a piece of furniture. While some things are worth embracing the “DIY spirit” and doing yourself, writing your will on your own is not one of them. What...
How Does a Pet Trust Help Take Care of My Pets
Estate planning helps Californians protect their most valued assets, their family and even their pets. For many people, pets are as special as anyone else in their family. If you’re worried about what will happen to your pet if you unexpectedly pass away, become...
The Key Elements of an Advance Directive
If you can’t speak for yourself, how will your loved ones know what you want? The answer to that question is an advance directive, a legal document that explicitly outlines your health care wishes. Despite being a crucial piece of an effective estate plan, most of us...
How Often Do You Need to Update Your Estate Plan
Many people make the mistake of letting their estate plan sit. Yet, life happens, and you may need to make changes to it that reflect your current circumstances. By knowing when and why you must update your estate plan, you can manage it from a position of strength....
Protecting Your Adult Children Using Powers of Attorney
Your children are grown up and out of the house. You are proud of how independent they have become, but you are still their Mom or Dad. You want to be there to help them if they ever need it. When your kids were teenagers, you had parental rights over them that...
Could a Supplemental Needs Trust Help Your Loved One?
Disabled Californians rely on public benefits payments to support them in their daily lives. Receiving a large sum of money as an inheritance, however, can put those benefits at risk. In these cases, establishing a supplemental needs trust could give them the funding...