Estate planning requires you to make important personal decisions that shape your legacy. Many people instinctively choose family members as executors. As you consider who to appoint, you may want to think beyond family members and explore the benefits of naming a...
Bay Area Estate And Tax Planning Law Firm
POA/Executors
Important qualities when choosing a power of attorney
One of the most crucial decisions in California estate planning is designating a Power of Attorney (POA) to handle your medical, legal and financial affairs. You’ll want to choose someone with experience in these fields or the necessary qualities to handle...
Why is an executor important?
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...
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...