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If you live in California and you are thinking about getting a will ready, then you might be curious about the role of the executor. The executor is crucial for settling an estate and picking the right one is important for having the estate settled smoothly. What does...
Estate planning might prove more challenging than someone expects. Drawing up a last will and testament may not be the only responsibility someone has. Health issues could leave someone worried about becoming incapacitated. So, estate planning may involve making...
Residents of California may want to learn more about the role of the fiduciary and their responsibilities. Because fiduciary duty may be a requirement among certain professions, clients and professionals should know more about what this is. The meaning of fiduciary...
Have you been thinking about starting the process of estate planning? You may want to consider choosing a power of attorney who can make decisions on your behalf. Here's what you need to know about finding the perfect POA. When you're ready to start the process of...
This article looks at what a durable power of attorney is, why it matters, and how to appoint an agent. Most people hope that they will be able to live a long and healthy life while being in complete possession of their mental faculties right up to the end....
Those named as estate executors in California bear the responsibility of handling decedents’ assets and settling their estates. The loss of a loved one, expected or unexpected, may be a sad and trying experience for those left behind. This difficult time may be made...
Don't neglect long-term care planning when crafting your estate plan. When most of us hear the phrase "estate planning," we think about wills, trusts and the possibility of passing along assets to our children or other loved ones. There are other, equally important...
An advance health care directive can outline desired medical treatment, who should make medical decisions and what should happen after death. Living wills, also referred to as an advance health care directive, give California residents control over what happens to...
Important estate plan elements, people can express their wishes about medical treatments and who makes decisions for them through advance directives. In some cases, people in California who suffer from illnesses that will someday incapacitate them have time to plan...
This article looks at four of the most important qualities to look for when choosing an estate executor. Choosing an executor is not a decision to take lightly. The executor is the person who will be responsible for ensuring that when a person passes away, his or her...
California law allows you to include digital assets in your estate plan. You can give an executor, trustee, administrator, or fiduciary authority the ability to access and modify your digital assets after your death. Files Files are often forgotten about during the...
Instilling trust is important to anyone who becomes the administrator of an estate. A trustor needs a certificate of trust to prove the existence of a trust and reveal its specific terms. This certificate is an essential document to include as part of your estate...
It takes time to see how daily life is full of opportunities to update your will in California. Below are examples of why or when you need to revise your estate and take control of your assets. Tax laws When tax laws change, estate planning equips you to reduce taxes...
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