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A will is a legal tool that allows for the transfer of assets after one’s death. It can provide the creator with the ability to control their assets even when they are no longer present to do so themselves. A creator can change their will but must do so within the...
When someone owes a fiduciary duty to another person or entity, it is a legal concept regarding their responsibility to put the other party’s interests first. They have to make decisions that are not necessarily based on their own best interests, but must prioritize...
You’ve just gone through your loved one’s will and discovered you’ve received less than what you expected. You feel overlooked and even betrayed. In such a case, can you contest the will to secure a larger portion or a fairer distribution of the estate? The short...
Undue influence can be a major cause of estate litigation. It essentially means that someone else altered the will or estate plan, but they did not do so directly. They did it by manipulating the person who is writing that plan, causing them to alter it in that...
You find multiple estate documents after a loved one dies. Each one gives different instructions about who gets what. This can create more confusion during an already tough time. Knowing California's rules can help you figure out which documents control estate...
Being asked to serve as a trustee can feel like a major responsibility, and it is. However, things can get stressful quickly if the trust loses money and the beneficiaries start pointing fingers. You might wonder if you’re personally on the hook for those losses or if...
Inheritance disputes often surface in blended families. When parents remarry or bring children from previous relationships, estate planning can become complicated. Outdated documents, unclear wishes and family misunderstandings can lead to expensive and stressful...
Adults typically have the right to establish estate plans as they see fit. They can choose who inherits their property and what resources they allocate to each beneficiary. However, sometimes people may question whether an estate plan is truly the creation of a...
Wills are meant to leave instructions for the creator’s final wishes, but there are times when the loved ones who are dealing with the estate have a reason to believe that the will isn’t valid. That can trigger a challenge to the will. This is a serious matter that’s...
Are you worried about your trustee's performance? Many people find themselves in situations where they need to consider removing a trustee. Let us explore three key signs that indicate it might be time to take action. The role of a trustee A trustee is someone who...