Though there are some steps California residents can take during their lifetime to avoid probate, many neglect to do so. However, all is not lost-it might be possible for a surviving spouse or domestic partner to file a spousal property petition. Property that is not...
Month: August 2019
Benefit from having experienced help create an estate plan
As mentioned previously on this blog, deciding how one’s assets will be distributed after their demise is not something many California residents enjoy thinking about. This is one of the main reasons people shy away from engaging in estate planning. Even those who...
Are there disadvantages to writing one’s own will?
At the end of the day, most California residents believe that a will is a document that outlines where one’s property will go in case of their death. Therefore, drafting a will should not be a complicated task-in fact, any person can create one in the comfort of their...
What is a fiduciary?
When a California resident creates a will that outlines the guidelines that should be followed to distribute one’s assets and estate, there must be someone on the other end who will follow these directions to the letter. This is where an executor or personal...
What are some other signs of financial elder abuse?
When a California resident worries about someone exploiting their financial information, they often envision strangers and take extra precautions to make sure their personal information doesn’t leak out to unknown individuals. What many do not realize is that 90% of...