When it comes to estate planning in California, individuals often seek comprehensive strategies to secure their financial future and ensure the smooth transfer of assets to their heirs. One option that some Californians consider is a reverse mortgage. A reverse...
Year: 2023
How can a person deal with a manipulative executor?
Dealing with a manipulative executor can be a daunting challenge. In such situations, it is important to use assertive strategies to protect your interests and ensure a fair distribution of assets. You can help yourself by exploring practical approaches to handle...
How can undue influence happen to your older loved ones?
In the twilight years of your loved ones, estate planning helps ensure a seamless transition of their assets. However, this process can become a breeding ground for undue influence. Recognizing the signs and understanding the dynamics at play during estate planning is...
Why would someone contest a will?
When a loved one dies, it can be a challenging and emotional time for the family and anyone who is close to the decedent. However, matters can become even more complex if there are disputes over the contents of the deceased's will among beneficiaries or other...
What is the probate process?
When a person passes away, their estate often enters a legal process called probate. This process pays the deceased person's debts and distributes their assets according to their will or California's intestacy laws if no will exists. Understanding the probate process...
Do estranged children have a right to an inheritance?
For many, estate planning is the ability to leave beloved children, a spouse or family members priceless family memories or financial stability after your passing. It also lets you choose where you want your money or property. Dying without a will in California leaves...
Planning for your children’s college in your estate plan
According to Caring.com, only about 1/3 of Americans have created an estate plan. That means, if something were to happen to you, the courts would decide what happens to your estate, which might leave your family in a bind. As a parent, you want to ensure that you...
Does legally separating from your spouse change your estate plan?
Legal separation can provide an appealing alternative to divorce for some married people who no longer want to live together as a couple. However, once you separate, it is important to consider how your legal separation affects your estate plan. Learning about the...
Dealing with stepchildren during estate planning
Having stepchildren can complicate your estate planning decisions. While it is natural to provide for your loved ones after you die, disputes can arise between you and your spouse regarding the inheritance of stepchildren. You are under no legal obligation to leave...
What are some warning signs when choosing an executor?
While writing your will and thinking about your estate after your death, you may start to wonder who would work best as your executor. Trying to choose between different family members and friends may feel hard at times since they may all potentially fit. One way to...