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Many estate plans in California are created with a single goal in mind: to avoid the cost and delay of the probate process. To do this, tools such as living trusts, joint tenancy, or “payable on death” (POD) designations on bank accounts are used. There is a...
People's mental acuity may decline as they age. Some people develop truly debilitating medical conditions, such as Alzheimer's disease. Others simply become increasingly more confused and may struggle to manage their own affairs. Typically, grieving families want to...
When it comes to trusts, numbers rarely lie. Every financial statement tells a story, sometimes revealing a trustee’s careful management. Other times, it reveals concerning signs in the trustee’s actions. When this happens, your inheritance faces real danger. When to...
One potential reason for estate litigation is undue influence. This means that an outside party influenced the estate plan and it does not reflect the deceased person’s true wishes. One sibling may say that another sibling used undue influence to manipulate the parent...