As you age, it is only natural to become more forgetful. It is only when this forgetfulness becomes more frequent or even dangerous, that it becomes a concern for you and your family. You might worry that this increased forgetfulness could be a much larger issue –...
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Estate Planning
Why does a will need witnesses?
If you have a will, it means that you must have two witnesses present when you establish it. This is a requirement, but this requirement serves a much larger purpose in probate. Here is the critical information you must know about the role witnesses play. Why...
What is a pet trust – and do you need one?
An estate plan helps ensure you can provide for the loved ones you leave behind. However, what happens to your furry friends? You cannot leave money or property to your pet like you would a person, even if they feel like just as much of a family member. But you can...
How living in California could impact your estate planning
Living in California, and particularly in Southern California, is a unique experience, with the weather, beaches, traffic and show business influence. What you might not realize is that a fairly unique California law can impact your estate plan, probate and trust...
How dementia during estate planning could lead to a probate challenge
Alzheimer's disease and other forms of dementia are a serious health crisis in the United States. As seniors live longer and our country's average age continues to rise, more and more Americans will be diagnosed with dementia in their later years. According to the...
Which life events trigger a need to revise your estate plan?
Having an estate plan is a crucial way to preserve your legacy. However, to ensure it continues to provide the protection you want and need, you should consider reviewing and revising your plan after certain life events. Relationship changes When people leave or come...
The time of filing for probate is not a time for surprises
Many people think probate is a nightmare. It can certainly be a stressful experience. While families process their grief and try to deal with their shock and emotions, family members and often friends want to know who is going to be the Executor (if there is a Will)...
Tips for dividing your estate without dividing your family
Creating an estate plan is a valuable way to prevent unnecessary legal conflicts and delays. However, even with a plan serving as a guide, distributing your property after you pass away can trigger fights and resentments among your loved ones. Taking certain...
Is a green burial right for you?
People often want to leave a lasting, positive legacy when they are gone. This legacy can stretch beyond loved ones to charitable organizations and - increasingly - the environment. A small but growing preference for people regarding their final arrangements is to...
Part two: Finding a trust
Wills are some of the most common estate planning documents. However, if your family cannot find the will after your loved one passes away, it can pose a real challenge. As we discussed in Part One of this series, Californians cannot file a will with a court before...