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...
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How does incapacity planning work in California?
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...
What are the responsibilities of a fiduciary?
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...
What’s the best way to choose a power of attorney?
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...
What to think about when drafting a durable power of attorney
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....
The duties of estate executors in California
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...
Long-term care a vital part of your California estate plan
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...
Items that should be addressed in an advance health care directive
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...
How do health care instructions and powers of attorney differ?
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...
Four tips for appointing a responsible estate executor in a will
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...
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The executor’s duties when protecting your estate
After writing a will, one of the next steps is to name the executor of an estate in California. This person is placed in a high position of trust and assigned a list of sole responsibilities to fulfill. The estate executor has a good number of tasks that starts with...
What does an estate executor do?
You've heard it said that we can't "take it with us" when we pass away. This means we'll likely leave behind lots of documents, financial obligations, or possessions for loved ones to take care of when we die. When you assign someone in your family to take care of...
How to avoid common estate planning mistakes
Although many Californians tend to put it off, estate planning is one of the most important things you need to do during your lifetime. This task is even more crucial as you get older. As most people are inexperienced with the process, they can easily make mistakes....
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