Anyone who is planning to write a will, save money or invest resources needs to learn about fiduciary duty. Estate planning in California typically includes choosing a trusted individual or company to represent you or someone you love, and this individual becomes a...
Trusts are very useful in estate planning. Many families in California use them as a way to ensure that assets are passed on quickly and smoothly after a death. However, trustees need to be aware that their role can leave them open to lawsuits. That's true even if...
Whether you're creating a new estate plan or updating a current one in California, there are several important things to examine. If you do not, it could lead to a wide range of issues in the future. Here's what to focus on as you check out your estate plan. Keep an...
Residents of Newport Beach and other areas of California may want to learn more about the "no contest" clause that can be attached to a person's last will and testament. Its purpose is to provide for the disinheritance of an heir if they dispute the contents of the...
Probate could become a more stressful process for heirs and beneficiaries than people realize. The same might be the case even with trusts that avoid the California probate process. Things may prove even more complicated when someone contests a will or trust. Being...