Category: Uncategorized

Pets and Estate Planning

Can a pet be included in my estate plan? For many, an estate plan creates peace of mind. A sound estate plan ensures that an individual’s assets and property will be managed and dispersed as he or she wishes after death. An estate plan can also put to rest any qualms about a person’s final [..]

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Contesting a Will in California

Can a will be challenged after a testator’s death? Under California Probate Code, it is possible to challenge and ultimately void or alter a will after the testator – the person that made the will – died.  It is important to note that while it is possible, it is uncommon for a will to be voided [..]

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Everyone Needs an Estate Plan

No one lives forever Sadly, as reported in the Los Angeles Times, the new year started with the loss of a Redwood of the music industry – Phil Everly of the Everly Brothers.  Rock legends and a name like Everly – can hoodwink the mind into thinking of eternal life – but we do not live as [..]

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Estate Planning Dispute: Pictures Can’t Always Tell the Story

Battle Over Farrah Painting The media is abuzz with the pending Farrah Fawcett painting dispute between actor, Ryan O’Neal, and the University of Texas.  At the center of the legal battle is who owns an Andy Warhol silkscreen of the late Fawcett – Ryan O’Neal, her longtime companion and father of her son, or her [..]

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The Mistake of Dying Without a Will in California

Tragic Reminders The untimely and tragic car crash death of 40 year-old actor, Paul Walker was all over the news last week.  Across the country winter weather-related accidents and unexpected deaths are also making headlines.  These misfortunes are an important reminder to understand and prepare for the unexpected – so your family does not have [..]

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You Need to have a “Digital Executor”

Virtually our entire lives and livelihoods are online, therefore, it is an absolute necessity that you have a digital executor. Most people don’t think about what their websites, domain names, facebook accounts, and email addresses are worth. It’s very important to inventory your digital media and make sure that someone has all the passwords and [..]

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What Is a Conservatorship and Who Is It For?

There are a couple types of “conservatorships.” First, in a conservatorship over the person, a court will appoint a “conservator,” to manage the personal care of a person who cannot provide for his or her personal needs for health, medical care, food, clothing, or shelter. The conservator decides where this person lives and oftentimes must decide [..]

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Estate Planning Can Ensure Your Hard-Earned Money Isn’t Wasted

As noted in a recent Reuters article, a growing number of baby boomers are drafting trusts that require their heirs to wait until they are older before they can collect their inheritances. A lot of people want to get some sort of estate plan in place to avoid the problems of their heirs squandering the money. The article states [..]

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Pet Trusts: Part 2

Pets are part of the family. When planning for the distribution of your estate, make sure that the pets you love receive proper care for the rest of their lives. To do this, you can prepare and execute a Pet Trust that sets money aside to provide for your pet’s needs. Like other trusts, you [..]

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Making Your Way Through Probate

Probate is a time-consuming, expensive, and complicated process. In addition, most of the information involved in a probate is public. The fees are set by statute and the laws determine how much money will be paid for an attorney and an executor. However, with proper estate planning, I help my clients to avoid probate altogether. [..]

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