There is more to estate planning than understanding what will happen to your assets upon your death. Forget about this for a second and turn your attention to incapacity planning. It doesn't matter if you are thinking about your own future or assisting a loved one who...
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Year: 2017
Late actor’s family battling over terms of trust, prenup
Less than a year after the sudden death of Alan Thicke, the popular actor's two sons are embroiled in a legal battle with Thicke's widow over his living trust and the terms of his prenuptial agreement with his third wife. The 69-year-old, perhaps remembered by most...
Handling sibling conflict when you’re the favored heir
Just because you prepare a will and other estate plan documents that are legally valid doesn't mean that there won't be conflicts among heirs, including siblings. If parents leave their home, for example, to just one of their children, the others may be hurt and...
Inheritance is not a birthright: Your estate plan is the law
When it comes to inheritances and estate plans, if the person who dies creates a legally valid estate plan, then this plan -- in conjunction with California law -- will dictate the dispensation of the estate. It doesn't matter if you're the wife, the son or the lover...
Circumstances in which a home can be placed in a trust
One of the more common estate planning questions that clients ask about trusts is whether their home can be placed into it. You can continue managing your assets if you place them into a family or living trust. However, there are certain conditions that must be met to...
Probate challenges must be handled very carefully
One of the last things that you might want to deal with when your loved one dies is having to handle a probate issue. Many people these days leave behind estate plans that let other people know their wishes for their property. There are times when someone is going to...
Estate planning involves talking to your children
There's more to developing an estate plan than preparing all of the necessary documents with your attorney. If you're leaving a considerable amount of money and/or other assets to your children, it's important to talk with them about handling the wealth that they will...
Do I have the right to live in my deceased parents’ home?
When it comes to your parents' home, you might think that you have a natural right to live there, even after they pass away or become incapacitated. While this usually does not cause a problem, in some cases, a parent's home may pass ownership to someone else who does...
How do wills and trusts differ?
When Californians begin the process of estate planning with their attorney, they're often dealing with documents and terms with which they are only vaguely, if at all, familiar. However, it's essential to understand what these various documents are and the distinct...
Know what to do when it is necessary to contest an estate plan
Estate plans are something that your loved ones might have in place to make it easy to handle their estate when they pass away. It is possible that some family members might fight against these estate plans, but they must have a good reason to do so. At Conver &...