What is Probate Court and why does everyone in California want to avoid it?
Best practices for funding your trust– and keeping it funded.
There are benefits and downsides to both a will and a trust, find an estate planner that will explain all of your options to you.
An advanced health care directive allows an individual to:
A Power of Attorney is a legal document in which one person, the “Grantor,” grants another person, the “Agent,” the authority to act on behalf of the Grantor in financial matters. An Agent with power of attorney may, on behalf of the Grantor:
Only a consultation with an attorney can help you decide what estate plan is right for you, but in the meantime here are a few frequently asked questions about living trusts:
Now that you know what an estate is and what your assets are, what is an estate plan? What does it include and what does it prepare you for?
A comprehensive estate plan generally includes the following documents:
What is an estate? I can’t tell you how many people aren’t sure what makes up their estate or what their future estate might look like with a financial plan. Here’s what you need to know: