Month: May 2021

Losing a spouse can be a very difficult time. For many, the loss can also come with logistical concerns, including considerations about where to live, finances, and what to do about estate planning. The latter issue may be easier than expected to tackle, as California...

When someone passes away, their executor is tasked with finding their beneficiaries and ensuring they receive their portion of the estate. One of the issues that can lengthen or derail this process is “lost heirs” -- that is, heirs of beneficiaries whose whereabouts...

Meeting with a lawyer to discuss estate planning options and issues is a great first step in the planning process. However, many people wonder how best to approach that first meeting. Are there documents that should be gathered first? Decisions that should be made...

Individuals who are named as executors of a California estate face a tremendous responsibility. While some see it as a privilege and welcome duty, others may be tentative about assuming the tasks involved. It is absolutely okay for individuals to turn down the job...

In estate planning, most people prioritize assets with monetary value, such as bank accounts and owned property. But, California planners and their families often also have non-financial assets to consider. For example, stories, traditions, journals or social media...