When creating your will, you’ve carefully chosen who should inherit your home, your savings or a family heirloom everyone quietly covets. However, even the most well-thought-out will can fall apart if someone decides to challenge it. Many people turn to a no-contest...
Bay Area Estate And Tax Planning Law Firm
Wills
What are the witness requirements for a California will?
A will serves an important legal purpose. The instructions included in a will establish the testator's legacy after they die. Wills may include information about what beneficiaries should inherit from an estate. Wills also empower certain people to serve as personal...
The pros and cons of including a no-contest clause in your will
Creating a will means planning ahead to avoid family disputes. A no-contest clause, although it seems straightforward, is a complicated legal tool that can either help enforce your wishes or unintentionally cause disagreements. Discouraging legal disputes and ensuring...
Make sure to update your will after major health changes
When experiencing a major health change, people are more likely to focus on their treatment, recovery and adjustment to their new normal. While it is natural to prioritize health, updating your will is equally important. In general, a will remains valid until you...
Discussing estate planning over the holidays
Holiday family gatherings in California present a good opportunity to talk to your loved ones about your estate plan. As everyone catches up on each other's lives, you can consider how to make arrangements that protect assets within the family, manage taxes or support...
Avoiding making these mistakes when updating your estate plan
Creating an estate plan can help California residents to prepare their estates for the future and protect their beneficiaries. However, it’s important not to make these mistakes when updating your estate plan documents. Forgetting to review your will A huge mistake...
California requirements for changing a will
Every state has different requirements for revoking, contesting or changing a will. There is specific information to learn about the process of changing this document in court. Under California's estate laws, anyone who wishes to change a will has to meet specific...
Why a will is not enough protection
Californians who opt for a will and only a will are limiting their estate planning options and taking risks with precious assets. Many people in California draw up a will because they want their property and other assets to go to specific people or groups when they...
The basic legal concepts in a California will contest
On behalf of Connie Yi California statute provides for a legal action contesting the validity of a will. One of the most difficult family situations is the disagreement over whether a will of a deceased loved one is valid. Such an issue can have significant economic...
5 factors to consider when choosing a guardian
For parents, one of the biggest reasons they decide to create an estate plan is to ensure their child will be cared for no matter what. It isn’t easy to think about a tragedy where a child may lose both their parents before they turn 18, but parents have to plan for...