We’ve moved offices. Our new location is at 2270 Douglas Boulevard, Suite 116, Roseville, CA
Integrity. Experience. Perseverance.
Parents do have a right to update or change their estate plan after they’ve made it. It’s important for them to review the plan periodically, considering their assets and any changes to their family so that they can make appropriate adjustments. The first will and...
Testamentary capacity is one of the factors that determine the validity of a will, codicil, trust or trust amendment. If a testator (someone who writes a will) or a settlor (someone who creates a trust) lacks the required testamentary capacity, their respective...
Undue influence occurs when someone exerts pressure on the testator (the person making the will) to the extent that it overcomes the testator’s free will and choices, causing them to make decisions they would not have otherwise made. If you believe your loved one's...
California seniors are among the most vulnerable groups. Unfortunately, this makes them the target of abuse that can compromise their physical or psychological health and even their finances. Financial elder abuse is one of the most common ways that elders are...
The executor of an estate (or “personal representative,” as California law refers to the position) has significant and varied responsibilities – even for a comparatively small estate. If the deceased named the executor in their estate plan, they likely trusted them...
Inheriting an asset, whether it is property, money, or anything valuable, can bring up conflicting feelings. If you are mourning a loss, you are going through a tough time. At the same time, life goes on, and there are important matters you will need to tend to. If...
You may have been asked to be the executor of a friend’s or family member’s estate. The time has come for you to fulfill your role. It is crucial to understand that you have a fiduciary duty as an executor. A fiduciary duty is a legal obligation to act in the best...
Handing the end-of-life administrative processes can be, understandably, emotional and overwhelming. Aside from navigating the loss of a loved one, you also have to establish how the assets of the deceased should be allocated. If you are a California resident, you...
A beneficiary or any interested party can contest a will if they can prove the testator (the person who made the will) lacked testamentary capacity, was influenced to write the will in a certain way or failed to follow the necessary procedures. However, a testator can...
Contracts are pivotal to all business operations. Your business will be drafting and engaging in contracts every day. These legal documents protect your rights, and also the rights of the other party. Unfortunately, contracts aren’t always honored. Breaches can occur...