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Category Archives: Estate Planning
Steps to Take If a Trustee Is Mismanaging a Trust in California
A trustee is responsible for carrying out the financial wishes of someone who has passed away. The deceased and their beneficiaries would have chosen that person because they trusted them with their assets. It can be difficult to know what to do if you begin…
Signs of Financial Elder Abuse in California
If you’ve begun to notice strange things happening with your finances or the finances of an elderly loved one, then financial elder abuse might be the cause. Victims of financial elder fraud can lose valuable property, significant savings, and even their independence and quality of…
California Probate Process – A Step-by-Step Guide
The probate process is the legal accounting and distribution of an estate after someone has died. This process can occur with or without a will and is often dependent on the size of the estate. The process can be quite complex, and someone becoming acquainted…
Can I Avoid Probate in California?
Probate involves a lengthy legal process that validates a person's will after their passing. Proceedings require lawyers and court appearances to distribute the deceased's assets. Probate generally includes a waiting period before heirs can receive their inheritances and can come with significant court fees. So,…
How Long Does It Take to Settle an Estate in California?
If you’ve had a close family member or friend who has recently passed away, you may have questions regarding the estate process in California. A question you may have is, “How long does it take to settle an estate in California?” An experienced estate planning…
California Statute of Limitations in Trust Matters
If you are a state resident, then it may be beneficial for you to be aware of the California statute of limitations in trust matters. This topic could come up during a legal case surrounding trusts, so it is important to be prepared for this.…
Estate Planning vs Will vs Trust in California: What Is the Difference?
Knowing the difference between estate planning, wills, and trusts is essential for the future of your assets and your family. As you move through life transitions like finding a career, buying a home, and raising a family, you’ll likely accumulate assets. With more assets comes…
What Is Trust Litigation in California?
Trusts are an important part of estate planning for many Californians and, when created and managed competently and fairly, live up to their names. Well-managed trusts are a reliable tool for individuals to decide how their assets will be managed, whether during their lifetime or…
What Is Estate Litigation in California?
Estate litigation isn’t the flashiest part of the legal system. You likely won’t see battles over someone’s estate on primetime TV or in a Hollywood movie. However, estate litigation serves an important purpose in our legal system, attempting to make sure everyone’s final wishes come…
What Does a California Trust Litigation Attorney Do?
Trusts are one part of estate planning that allows a person to dictate how their possessions and assets should be handled at either a designated time in their life or upon their death. However, trusts are complicated documents that require a lot of exact language…
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