Category: Estate Planning

Typically, a conservatorship is necessary when a Conservatee did not create a proper and complete estate plan. By failing to do so, a family member

We often encounter married clients who have revocable trusts prepared years ago which mandate creation of multiple trusts at the death of the first spouse (Decedent’s, Marital

Digital assets as defined in the California Probate Code are “electronic record(s) in which an individual has a right or interest.” Cal. Probate Code §871(h) These accounts include your

A properly prepared estate plan will allow you to designate specific beneficiaries for all your assets, appoint trustees to manage your assets in case of death or

Many Bay Area people collect valuable personal property such as cars, motorcycles, musical instruments, jewelry, and/or fine art. These items need to be considered separately

For anyone that is a trustee of a trust or power of attorney for a principal, you know that you have quite a lot of control over

November is upon us, 2017 will soon come to an end. Often times in January, we encounter clients whose New Year resolution is to complete

Bringing a new addition into the family is a milestone which necessitates that you revisit and revise your estate plan. If you had an estate plan

What are the consequences where a person executes a trust or will and subsequently marries but fails to revise the trust or will to include the spouse?

For most individuals in the bay area, complete estate planning requires a Trust, Will and Powers of Attorney for health care and property. A common misconception among many people