Performing due diligence when it comes to setting up an inheritance is highly recommended for anyone with a family. Having a living trust in place when your time on Earth has expired helps protect family members from lengthy and costly probate or contentious legal battles while they are still grieving your loss. However, no […]

Tags: California, Estate, Estate Planning, Heggstad Petition, intent, living trust, Probate, schedule of assets, trust, Trustee
Posted in California Law, Estate Planning - Wills, Trusts, and Probate, Legal Codes, Legal Documents, Probate Code | No Comments »

We’ve all heard or seen stories of someone obtaining a restraining order because they have been abused in some way and wish to keep someone from coming within a certain distance out of fear for their safety. What we don’t often hear, but is just as prevalent, is elder abuse. According to the National Center […]

Tags: abandonment, abduction, abuse, attorney-in-fact, conservator, elder, elder abuse, financial, guardian ad Litem, isolation, mental, move-out, neglect, personal conduct, physical, restraining order, restraining orders, stay away, Trustee
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It may not seem like it, but there are a lot of things to consider when dealing with a loved one’s death beyond funeral arrangements. One must be prepared to notify heirs and/or beneficiaries, safeguard and distribute the decedent’s assets, pay off any outstanding obligations, and manage the liquidation of investment portfolios, retirement funds and […]

Tags: benefits, Estate Admin, Estate Administrator, Estate Planning, Fiduciary, Probate, Probate Fiduciary, Professional Estate Administrator, Professional Fiduciary, Professional Trustee, Trustee, Trusts, Wills, Wills and Trusts
Posted in Estate Planning - Wills, Trusts, and Probate, Fiduciary | 1 Comment »