Helpful Trust & Probate Blog Articles
As Circumstances Change, So Should Your Estate Plan
Your estate plan was designed to address your needs, goals, and aspirations as you see them, not reflecting both your present financial realities and your current family dynamics. But in life, the one constant is change… and as your life takes new twists and turns, it’s important to ensure your estate plan is up to date.
Common Trust Challenges
Creating a living trust is an effective way to seamlessly allocate the distribution of assets upon your death when done correctly. Any trust can be challenged in court, and one of the most effective ways to avert legal challenges is by knowing a few of the most common causes for disputes.
California Intestate Succession and Inheritance Laws
What happens to your assets if you die without a will in place, or without your assets being properly assigned to the will on file? According to California succession and intestate inheritance laws, there may be some situations in which your assets are divided among surviving relatives, simply on the basis of your relationship to them.
It’s Time for an Estate Planning Pop Quiz!
How much do you know about estate planning? Take a few minutes to do this estate planning pop quiz, prepared by Max Alavi APC, OC Trusts Lawyer.
Include a Family Meeting in Your Next Family Reunion
Family gatherings can be excellent times to discuss estate planning concerns. Topics addressed might include which family members want personal properties and who you will appoint as executors or decision-makers.
What is Elderly Financial Abuse?
Elderly financial abuse can involve acts of neglect, fraud, or exploitation that adversely affect the financial standing of a senior citizen or a dependent adult. Often, financial abuse of the elderly can involve the elderly trust administration and probate administration