Six Ways that Creating a California Living Trust Helps with Incapacity
Your documents, including a will, advanced health care directive, power of attorney, and living trust can play its own role in preparing for incapacity.
Planning for Beneficiaries With Special Needs
A lot of our clients have significant IRAs, but they also have beneficiaries that need a special needs trust because they are on government assistance.
Philip Seymour Hoffman’s Will Was Outdated, Omits His Young Children
This is an example where documents created prior to children being born and not updated can lead to an estate plan that omits his young children.
Does a personal representative have to give notice of a sale of real estate if he has authority to act under the IAEA?
If he has authority to act under the IAEA with minimal court involvement. Learn more about what is required to do this here.
Pay Close Attention to Your Personal Property as You Create Your Estate Plan
Failing to carefully evaluate your options should include discussions of personal property cannot be overlooked during this process.