Category: Estate Planning

Creating an estate plan is one of the most effective ways to protect your family, your assets, and your future. In California, several legal documents work together to make sure your wishes are carried out, both during your lifetime and after. A strong estate plan typically includes a will, a trust, powers...

Family relationships can become strained after the death of a loved one, especially when disagreements arise about who should manage the estate. It’s not uncommon for one sibling to take control, or try to, before the probate court formally appoints an executor. When this happens, it’s important to understand your rights and...

Some people believe that the words Beneficiary and Heir mean the same thing and that they are interchangeable, but there are very distinct differences between these two terms. What Is a Beneficiary? A Beneficiary refers to those whom you specifically...