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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...
When someone passes away, concerns arise about handling their estate. Hopefully, the individual informed a personal representative that a last will and testament exists. Writing and signing a legal will is part of the estate and probate equation as the document must...
There are a few occasions where a California estate will need to automatically go through a formal probate process. Even if an estate plan doesn't automatically go through probate, there are still reasons where you can send an estate to probate. When does an estate...
The Supreme Court’s decision in Clark V. Rameker holding that inherited IRA funds are not exempt in bankruptcy could impact estate planning decisions. In June 2014, the U.S. Supreme Court issued a decision in Clark V. Rameker, a case dealing with whether funds in an...
On behalf of Connie Yi Legal duties of trustees are complex. A trust is a legal entity created to hold and preserve assets for the benefit of designated beneficiaries. The creator of a trust, called the settlor, appoints a trustee to administer and manage the trust...
What happens in California to a loved one’s debt in the wake of his or her passing?That is a question often posed to estate planning attorneys, and a query that just as often naturally leads to a spotlighting of the probate process. Narrowly termed, probate is...
Even the estate of a deceased planner who executed a will goes through the process known as probate.A key focus of probate is the one entertained by the creditors of an individual who has passed away. A recent national article on the process notes that creditors avail...
“Standard and uncontested.”That is one online article’s assessment of how probate in California and elsewhere generally works. That overview’s take on probate stresses that the process for finally settling a decedent’s estate in court is...
When you consider how many people with significant estates die each year in California without a will, you may think you are well ahead of the curve just by having a will in place. In the grand scheme of things, this is true. You certainly are better off having a will...
There is more to creating a trust than meets the eye. In addition to adding assets to the trust, there's something else you need to think about: finding the right person to serve as trustee.While this sounds as simple as naming a trustee and moving on with the rest of...
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...
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...
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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