Sometimes family members need guidance in their lives from a guardian or conservator. These type of court ordered relationships are set in place to aid a young person or adult with their health and finances. In many states the term guardianship is blanketed over all age groups, but California has a different set of terms. […]

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For many people, estate planning isn’t something they want to think about when they’re healthy. No one enjoys contemplating death. However, that means that many Californians wait until they’re at the end stages of their lives to make wills and other financial preparations. If that’s the situation for yourself or a loved one, there are […]

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Many people don’t think of themselves as having an “estate” that they will be leaving to others after their death. However, even if you own don’t own a home, have a stock portfolio or have accumulated little in the way of valuables, you likely have at least one bank account. If you don’t codify who […]

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For people who are in lines of work that involve intellectual property, taking steps to protect that property from being used by others without their permission is essential. This can include artistic works like music, art and fashion designs, as well as computer programs and inventions. If you’re a famous person, it can even include […]

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Managing your assets as you get into your later years is tricky. You don’t want to give away too much too soon, so that your care becomes a burden to others. But if you aren’t careful you can get hit with medical costs that threaten to eat up much of your estate. A timely example […]

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Remarriage is one of those life events that will likely necessitate some changes to your estate plan. You’ll probably want to include your new spouse in your plan while ensuring that any children from your previous marriage still receive at least some of the assets that you originally designated to them. Further, you may want […]

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Most young people don’t consider developing an estate plan unless they have a considerable amount of money or assets, either from earnings, an inheritance, a legal settlement or some other source. They’re busy building their careers, working towards paying off student loans and perhaps starting families. However, even successful young actor Anton Yelchin, who was […]

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California parents who have special needs children have unique challenges when they’re doing their estate planning. That’s why it’s essential to have an experienced California estate planning attorney guide you through the process and help you avoid some common mistakes. Following are some of these mistakes and how they can impact the future not only […]

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Family issues and legal issues often intersect. When you have children with special needs, there are even more circumstances to consider than the average family. Most families can discuss how they should deal with unexpected incapacity or the administration of an estate. A child with special needs often neither able to participate in this conversation […]

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When you’re drawing up your estate planning documents, your California estate planning attorney will remind you that you need to ensure that you’ve designated the beneficiaries whom you want to receive the assets from your 401(k), other retirement accounts, life insurance policies and annuities with the company or institution where they’re housed. Many people think […]

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