Natasha Carroll-Ferrary Natasha Carroll-Ferrary

Why Isn’t a Will Enough in California?

Why is a will not enough in California? TLDR: A will alone does not help you avoid probate! A comprehensive estate plan is the best way to ensure that you avoid probate court during your lifetime and after you die.

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

Case Study: Who’s Your Healthcare Agent?

Who is your healthcare agent? Do you know? Does your hospital or doctor know? Your advanced healthcare directive states who has the power to make healthcare decisions for you if you're not able to do so. Be sure your doctor has it!

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

What is a Power of Attorney?

What is a financial power of attorney? It’s a document that gives someone else the power to make financial decisions on your behalf if you’re incapacitated. It avoids going to probate court, and is a part of a comprehensive estate plan in California.

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

What’s the full cost of probate in California?

It’s easy to think about the cost of probate in terms of executor/attorney fees in California but there are other costs that the executor or administrator may need to pay up front and get reimbursed later by the estate.

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

What can I name my trust?

In theory you can name your trust whatever you want; in practicality, your last name is usually the best course.

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