The reason most Los Angeles residents have an individual retirement account is to help supplement income in later life or, following an account owner’s death, to add to the financial support of a surviving spouse. However, some California residents see IRAs as assets meant to be passed through an estate to heirs. A new financial […]

Posted in Trust Administration | No Comments »

A Los Angeles forensic accountant can be hired to place a fair market price on the estate assets you have, but only you and your loved ones know the worth of sentimental objects. Some of the worst squabbles in probate occur over property that has little or no value outside of a family. An insurance […]

Posted in Estate Administration | No Comments »

Independence is a precious possession that seniors often guard carefully as long as they feel sound in body and mind. Even when age or illness interferes with that independence, older people can be hard-pressed to give up activities like driving or balancing a bank statement. Many elderly people in Los Angeles live alone, whether by […]

Posted in Trustees Executors & Fiduciaries | No Comments »

Many California legal documents, like some trusts, cover asset transfer wishes for individuals in robust health. Other estate planning documents, like wills, have no effect until a person dies. However, neither of these documents will do much good if you become incapacitated and unable to manage your finances and health care decisions. Well-rounded Los Angeles estate plans […]

Posted in Estate Planning | No Comments »

California residents are likely familiar with several high profile legal battles in recent years involving the termination of life-sustaining treatment for terminally ill individuals. This kind of conflict can place families under a great deal of stress, and it may often be prevented if the individual concerned has drafted a living will. This document outlines […]

Posted in Estate Planning | No Comments »