Understanding Healthcare Powers of Attorney in California: A Guide to Making Informed Decisions
Healthcare Powers of Attorney, also called Advanced Healthcare Directives can be incredibly confusing. This guide will help explain the purpose and details.
How do I choose a guardian for my children?
Selecting a guardian for your minor children is incredibly difficult. This guide provides some helpful tips to consider!
What does business succession planning look like in California?
Business succession planning is an important component of estate planning.
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.
Can I do an estate plan to care for my pets?
There are several ways to create an estate plan to make sure your pets are cared for when you die.
Why do I want to avoid probate in California?
Probate court handles matters involving incapacity and death. It’s expensive, takes a long time, and it’s public.
What does it mean to disinherit someone?
Disinheriting means excluding a family member from receiving anything from your estate. And it’s important you do it correctly.
How much does probate cost in California?
The cost of probate in California is based on the gross assets of the person who died.
How often should I update my estate plan?
In general, you should review your estate plan every 3-5 years to make sure it’s still working for you!
What are the taxes my kids/beneficiaries will have to pay when I die?
In general, the recipient of your assets doesn’t have to pay taxes, but let’s explain how taxes and estate planning work together.
What happens if I forget to put an asset in the trust?
Putting assets into the trust is a critical step to making sure your loved ones avoid probate court.
What does THIS mean? Definitions in Estate Planning
Terminology used in estate planning can be confusing. Here’s a summary of important terms to know.
Who needs an estate plan?
Everyone over 18 years old needs some form of an estate plan in California.
Why does probate in California take so long?
Probate court takes 18-24 months usually because of the steps that need to be taken and the court hearing schedule.
What is the first thing I need to do when a loved one dies?
The first, and most important thing you need to do when someone dies is grieve.
Guest Post: What is an end of life doula? Do I need one for myself or a loved one?
Guest post: An end-of-life doula can help someone who is dying and the family members of the person dying; learn more about what it means to be an end of life doula.
How should I choose my lawyer?
Finding an attorney can be intimidating; but the right attorney shouldn’t intimidate you! Especially not when it comes to estate planning.
Do I need an estate plan in California?
Every adult in California needs some kind of estate plan!
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.
Upcoming Presentations: Planning with Minor Children
Estate Planning With Minor Children is currently being offered several times in January and February 2024 via Zoom. RSVP for the zoom link.