Power of attorney documents are an important consideration when making an estate plan in California. If someone is unable to manage their affairs temporarily or permanently, power of attorney allows another designated person to make financial or medical decisions for...
Planning For A Secure Future
Month: August 2024
When do heirs find probate necessary?
When someone passes away, questions arise about how to handle the estate's affairs. Sometimes, probate becomes necessary, and other times, it does not. Opening an estate in California may be unavoidable when attempting to distribute certain assets. Even when some...
Are holographic wills allowed in California?
A holographic will is a will that has been handwritten by the testator, or the person giving the last will and testament. These documents are handwritten in their entirety, and they differ from traditional wills in the fact that a lawyer did not prepare it. There...
Consider these items when preparing your will
When you think about your California estate plan, you may know that you need to discuss how your money, investments and property will be disbursed among your loved ones. You may consider family heirlooms, artworks or small items that have little financial value but...
