Creating a living trust is often seen as an “extra” cost you can put off until later, yet it’s the most effective way to save money in the future!. The cost of setting up a living trust is typically a… READ MORE
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If you’re thinking of moving from Texas to California, making plans for the transition can stir a mix of emotions and bring practical challenges. Whether you’re relocating from Dallas to San Diego or any other Texan city to the Golden… READ MORE
When it comes to estate planning selecting the right attorney is key. One foremost question on people’s minds before seeking representation is: should your estate planning attorney be local? The answer is a resounding yes. Working with a local estate… READ MORE
A loved one passing away is never easy and the grief can be overwhelming. Along with coping with their loss, there is also the challenge of managing their affairs, including finances. Immediate concerns often arise regarding the bank accounts left… READ MORE
When planning your estate, deciding what assets to include in your living trust is crucial for ensuring your wishes are honored without unnecessary delay after your passing. A living trust, typically used to manage your assets during your life and… READ MORE
Can you have two POAs in California? Yes, you absolutely can. POA is an abbreviation for power of attorney which is a legal document that grants authority to another person to act on your behalf in financial, healthcare and other… READ MORE
An estate plan is a living document that should evolve as your life circumstances change. Knowing when to update your estate plan is important for managing and distributing your assets according to your wishes and guaranteeing loved ones are taken… READ MORE
Virtually every person who is designated to inherit will claim the inheritance when the time comes, whether inheriting from a living trust or from a probate. Who would refuse to claim an inheritance? No effort is required. Only patience. After… READ MORE
Virtually all living trusts direct the trustee to pay the debts at death. People do not wish to die leaving their bills unpaid. Some are even concerned about timely payment. They don’t realize that creditors back off when there is… READ MORE
If you leave burial instructions in a health care power of attorney, or in a signed writing as part of a living trust, you may avoid unfortunate post-death consequences that cannot be undone. A retired bachelor made a will in… READ MORE