There are several myths about estate planning in California; let’s take them one by one!

You can update your estate plan as much or as little as you want while you’re alive; generally, you should review your estate plan every 3-5 years to make sure it still does what you want it to do.

Some questions and answers you should discuss about your wishes and your estate planning when you’re together for Thanksgiving. Hey, it’s better than politics!

An Executor is when there’s a will; an Administrator is when there’s no will; a Successor Trustee is when there’s a trust. Executors and Administrators are subject to Probate Court; the Successor trustee is not.

How you disinherit someone depends on who it is and what documents you have in place/are drafting.

Why do married couples need estate plans? To make sure that they make life easier for their spouse in times of incapacity and at the time of death.

When do you need to update your estate plan? It depends. Most people update it when there are changes to people involved; but there may be other reasons to update it as well.

What is an estate planning lawyer? Someone who helps guide you through the complex decisions involving your kids, your family, your loved ones, and your belongings.

Estate planning involves making decisions about what happens to you, your things, and your kids while you are able to do so.

Who should I pick as my trustee? Or successor trustee? There are some things you should consider when deciding.

Why do married couples need to do an estate plan?

An executor (or successor trustee) has a very important job. It is usually best to consult an attorney to determine specific tasks.