What is Estate Planning?
Estate planning is about planning for your family — and for making sure that you, and they, are cared for at a time of incapacity or at the time of death. Estate planning can involve a will, trust, power of attorney, healthcare directive, or other documents.
Thanksgiving Topics for Your Family
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!
What is a trust administration?
Trust administration is when you follow the terms of the trust, usually at the time someone dies or becomes incapacitated
If I send my attorney my wishes, is that enough to avoid probate?
Telling your attorney what your wishes are is not equivalent to signing your estate planning documents. If you know what you want to happen, tell your attorney AND schedule the signing appointment.
Why do I need a will if I have a trust?
A will and a trust are part of a comprehensive estate plan in California; the will helps with three aspects of your plan.
When should I create an estate plan in California?
There is no time by which you must have created an estate plan, but there are several factors that usually lead someone to create one.