An article published in a California newspaper last summer led to a task force and a proposal that could change fees paid to conservators of the estates of dependent adults. Court officials in Santa Clara County are considering rules that would limit what...
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Month: October 2012
Election to impact estate planning decisions
Voters are subjected to various risks regarding the upcoming presidential election. Estate administration and decisions would be lot easier if individuals, estate planners and California heirs knew what to expect from the candidates and the Internal Revenue Service....
Who will unlock your virtual assets when you die?
Legal and money experts talk about covering all the bases for financial consequences before and after death. Estate planning can involve a few or many methods to preserve assets and control things we choose to leave to heirs. What about virtual belongings? Who gets...
Do you make assumptions about estate planning?
You may think you're too poor or too young to consider having an estate plan, but you're not. These are a few of the assumptions many people in Los Angeles make when they think about wills and trusts, health directives and estate planning strategies. Regardless if you...
Why revocable living trusts are great supplements to wills
The belief that trusts are only for wealthy individuals is fading as Californians discover the estate planning benefits of trusts. Sometimes wills are enough for the distribution of assets to heirs. Often trusts are beneficial supplements because they serve multiple...