On behalf of The Law Offices of William S. Dunlevy | Nov 25, 2020 | Estate Planning
When a family member unexpectedly dies, his or her loved ones experience shock, disbelief, sadness and other challenging emotions as they grieve. Eventually, however, practical considerations arise and the family must address the deceased person’s estate. This...
On behalf of The Law Offices of William S. Dunlevy | Oct 23, 2020 | Estate Planning
Previous posts on this blog touched upon the fact that most American adults do not have any form of an estate plan. You may think that if you do not prepare a will, the job of determining the dispersal of your assets then falls to your potential beneficiaries (thus...
On behalf of The Law Offices of William S. Dunlevy | Oct 21, 2020 | Estate Planning
When creating or updating your estate plan, you may want to devote careful consideration to your advance directives. Advance directives outline your wishes in the event that something happens to you and you become unable to make medical decisions on your own behalf....
On behalf of The Law Offices of William S. Dunlevy | Sep 18, 2020 | Estate Planning
An important aspect of planning for your future, both the inevitable and the unexpected, may include establishing a power of attorney. In this role, you may ask a trusted family member, friend or other acquaintance to act as your personal representative. Therefore,...
On behalf of The Law Offices of William S. Dunlevy | Aug 17, 2020 | Estate Planning
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...
On behalf of The Law Offices of William S. Dunlevy | Aug 4, 2020 | Estate Planning
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...
On behalf of The Law Offices of William S. Dunlevy | Jul 21, 2020 | Estate Planning
When a parent dies, their estate plan directs the estate’s executor in distributing assets to creditors and heirs. Estate plans assemble legal documents like living wills, life insurance policies, retirement plans, and wills that outline the decedent’s final wishes. A...
On behalf of The Law Offices of William S. Dunlevy | Jul 6, 2020 | Estate Planning
A will explains how you want your property divided after you die. While obviously important, only 6 out of 10 adults in the U.S. have sat down and created this estate planning document, according to a survey from Caring.com. A will can provide peace of mind and clear...
On behalf of The Law Offices of William S. Dunlevy | Jun 24, 2020 | Estate Planning
In recent months, many people across the country are spending a considerable amount of time at home. While some are unable to leave their homes, others have a lot of free time as a result of losing their job or working fewer hours. While this creates certain...
On behalf of The Law Offices of William S. Dunlevy | Jun 9, 2020 | Estate Planning
The court may appoint you as a conservator to another person. This involves providing for the individual’s daily protection and care and/or managing his or her estate, i.e., money and property. A conservatorship is sometimes temporary but usually a permanent...
