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December 2013 Archives

California trusts, trusteed IRAs offer distribution control

The reason most Los Angeles residents have an individual retirement account is to help supplement income in later life or, following an account owner's death, to add to the financial support of a surviving spouse. However, some California residents see IRAs as assets meant to be passed through an estate to heirs.

California estate asset values are in the eye of the beholder

A Los Angeles forensic accountant can be hired to place a fair market price on the estate assets you have, but only you and your loved ones know the worth of sentimental objects. Some of the worst squabbles in probate occur over property that has little or no value outside of a family.

How to protect a Los Angeles senior from financial abuse

Independence is a precious possession that seniors often guard carefully as long as they feel sound in body and mind. Even when age or illness interferes with that independence, older people can be hard-pressed to give up activities like driving or balancing a bank statement.

California directives make your wishes clear during incapacity

Many California legal documents, like some trusts, cover asset transfer wishes for individuals in robust health. Other estate planning documents, like wills, have no effect until a person dies. However, neither of these documents will do much good if you become incapacitated and unable to manage your finances and health care decisions.

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