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Estate planning is intended to provide clarity and peace of mind, ensuring that your wishes are carried out after your passing. But sometimes, even the best-laid plans can lead to disputes among family members. When disagreements arise over a will, trust or the...
Many estate disputes are practical in nature. Maybe they just revolve around money. Two siblings don’t feel that the estate’s funds were split up properly and they get into a dispute over who should receive more. In cases like this, there may be a simple solution....
An estate plan is a series of legal documents related to the wishes of the creator. For example, a will is a legal document that outlines how assets should be divided upon the testator’s death. Estate plans also typically contain trusts, powers of attorney, letters of...
Losing a loved one is always difficult, even if the death was expected. However, the process of settling the deceased’s estate can become exceptionally complicated when you can’t find their will. It’s not an uncommon problem after a loved one’s death for families to...
When a person writes out their will, they assume that it will be followed precisely. While that’s exactly what happens in most cases, there are times when a will may be challenged or contested. Challenging a will is a complex process, partly because of the legal side...
A trustee is a person or organization appointed by the grantor to perform specific duties in favor of the beneficiaries. Sometimes, the grantor trusts one of the beneficiaries to take on the trustee’s role. If everything goes as planned, the trustee will remain...
For most people, their family home is one thing that holds the most sentimental value in their lives. That’s why, for most siblings, inheriting a family home can be a source of conflict. Dividing something that holds childhood memories can be an emotional endeavor...
When you designate a trustee for your trust, you expect that they will endeavor to manage the trust’s assets with integrity and in accordance with the terms of the trust. While this is the case in most instances, not all trustees carry out their mandate as required,...
A no-contest clause in a will means that if a beneficiary contests the will and loses, they will forfeit a part of or all of the inheritance they were otherwise entitled to receive. No-contest clauses are enforceable in California, and anyone can include them in their...
As the beneficiary of an estate, you depend on the competence of the estate's executor (personal representative). If they fail to perform their duties as required, you and other interested parties may incur losses. Here is what to know about this matter: When an...