While planning your estate, you learn of something called a "health care proxy." This person ensures medical professionals honor your health care desires if you become incapacitated. Do you know how to choose the right person for this critical role? Learn what...
What ADR methods can resolve beneficiary disputes?
Even when the terms of a will or trust are very clear, disputes can arise between you and the other beneficiaries. Emotions already run high following the death of a loved one, and you or other family members may feel hurt by the bequest of an item to which you feel...
Probate, qualifying assets and the new small estate law
Laws seem to change almost daily and in the world of estate planning, the rules concerning a decedent’s assets and probate are no exception. As of January 2020, California law allows assets that fall under the new “small estate” guidelines to avoid the probate...
