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Yearly Archives: 2023

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What’s a revocable trust?
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Last Modified on Apr 03, 2023

A revocable trust (often known as a revocable living trust or living trust) enables you to maintain control over assets while you’re alive. The primary purpose of a revocable trust is to avoid probate, which is beneficial to your heirs.…

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Choosing an executor for your will
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Last Modified on Mar 20, 2023

There are numerous estate planning instruments that all carry out various tasks. One of the most fundamental aspects of any estate plan is the will. This is a document that provides instructions for how your assets are to be divided…

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Did undue influence affect your loved one’s estate plan?
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Last Modified on Mar 08, 2023

When someone in your family dies, it is a difficult time. You want to spend time grieving and remembering your loved one, but there are important affairs to attend to. If you find their estate plan and discover changes were…

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Do healthcare powers of attorney need to know about medicine?
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Last Modified on Mar 02, 2023

One of the people you’ll need to name in your estate plan is a health care power of attorney. Some refer to them as health care agents. This person will speak on your behalf if you cannot express your wishes…

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4 reasons you should update your will
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Last Modified on Feb 07, 2023

Many testators create a will to give money to heirs, appoint a guardian for any minor children or make sure other wishes are carried out. If you have already established a will, it’s crucial to ensure that it’s up to…

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What you need to know about ancillary probate in California
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Last Modified on Jan 25, 2023

California, like the other states, has its unique estate planning laws. When a loved one dies, their estate will be wound up and distributed according to their wishes or California intestacy laws. But what happens if they had properties in…

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