We’ve moved offices. Our new location is at 2998 Douglas Boulevard, Suite 300, Roseville, CA 95661
Integrity. Experience. Perseverance.
It’s always upsetting to lose a loved one – but grief can be compounded when you find out that your loved one was the victim of financial abuse before their death by another member of the family. Financial abuse of the elderly is incredibly common but highly...
Imagine spending decades building a legacy in California and thinking of how your spouse or children will inherit your estate. However, life is not as predictable as you may think. For example, a previously unknown biological child of yours could surface and want to...
If you are considering asking a court to remove the executor or personal representative of a loved one’s estate, you may have serious concerns about how the estate is being handled. Perhaps the administration is taking longer than expected, you are not receiving...
If you live in a home when its owner dies, you may naturally be concerned about what happens next. It’s important to understand that you have no automatic right to remain in possession of the home – even if you are the deceased’s immediate heir or you have lived there...
Removing a trustee may become necessary when beneficiaries believe the person managing a trust is no longer fulfilling the responsibilities of that role. However, concerns about a trustee do not automatically result in removal. California trustee removal can involve...
One reason for a potential estate dispute is if beneficiaries and family members claim that there was a lack of testamentary capacity on the part of the individual who was drafting the initial estate plan. They may claim that this plan is not valid or should not be...
When you place a family member in a California nursing home, you trust the staff to provide quality care and handle their finances responsibly. Nursing homes maintain trust accounts for residents, and dishonest people may target those funds. Understanding how this...
When a trustee manages a loved one's estate, you expect that person to protect the assets and follow the wishes set out in the trust. If you notice missing records, delayed distributions or declining trust property values without a clear reason, you may begin to...
Many seniors prefer to stay in their own homes as they get older. As a result, they often need to hire professional caregivers to assist them if they have difficulties caring for themselves. That’s especially true if they don’t have family nearby with the time and...
The death of a loved one is often an emotional and challenging time. In the midst of grieving, it’s not unusual for arguments over inheritances to start, especially when someone believes a will doesn’t accurately reflect the deceased person’s intentions. There are...