Our estate planning lawyer Folsom, California relies on knows that estate planning is not always simple. You may believe that it will be easy to think of your property and know exactly how you want it distributed. However, it is often more complicated than that and you may need to choose a few different estate […]
A power of attorney for either financial and/or medical decisions is a consequential legal tool. If properly drafted and deemed ultimately enforceable, a power of attorney designation grants an individual legal authority to act as an agent on behalf of another who is either incapacitated or otherwise legally incapable of making decisions on their own.
Can a Power of Attorney Be Successfully Challenged? Read More »
As a business owner, you rely on vendors to fill orders and ensure that the products reach your customers in a timely manner. No matter the size of your company, your relationship with one or more vendors can affect its efficiency and reputation. When vendors fail to deliver the goods you have already paid for,
Steps To Take When a Vendor Does Not Deliver Paid Goods Read More »
Probate in California isn’t cheap. It’s also not quick. Most people assume the only way around it is setting up a living trust, but that’s not actually true. You’ve got several other options that can keep your assets out of probate court and get them to your family faster. Why Avoiding Probate Matters The typical
When someone you love can’t make decisions for themselves anymore, California law gives you two main options: guardianship and conservatorship. People use these terms interchangeably all the time, but they’re actually quite different. The distinction matters when you’re trying to protect someone vulnerable. Who Needs A Guardian Vs. A Conservator It mostly comes down to
Creating a will is one of the most responsible things you can do for your family. However, even small errors can turn what should be a straightforward process into months or years of legal complications. Probate delays cost money, create family tension, and prevent beneficiaries from receiving what you intended for them. Understanding the most
A pour-over will is a backup document that works alongside your living trust. Think of it as a safety net that catches any assets you forgot to transfer into your trust before you die. When you create a living trust, you’re supposed to fund it by transferring ownership of your assets into the trust’s name.
Creating a living trust represents an important step in protecting your family’s future. But signing the documents doesn’t mean your work is finished. Life changes constantly, and your trust needs to reflect those changes to remain effective. Many people treat their trust like a forgotten file in a cabinet. They created it years ago and
When planning for the future, one of the most effective tools available to protect and distribute assets is a trust. A trust is a legal arrangement in which one person (the trustee) manages assets for the benefit of another (the beneficiary). Trusts offer flexibility, privacy, and control that a simple will cannot provide. They can
The Different Types Of Trusts Used In Estate Planning Read More »
When putting together an estate plan, most people think about wills, trusts, and powers of attorney. While those tools are essential, there are times when they don’t cover every situation. If someone becomes unable to manage their affairs and hasn’t named a decision-maker in advance, a conservatorship may become necessary. In those cases, working with