Your older sister was named the executor of your father's estate. Your dad was your last living parent. You were fine with her having that job. She's a retired realtor who at one point in her life worked on Wall Street. Therefore, she had the time and the skills to...
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Month: October 2018
3 ways estate planning can keep the family together
A death in the family is difficult enough, but when inheritance arguments erupt, it can result in the disintegration of the entire family. Fortunately, most estate planning attorneys are well-armed with various strategies to plan an estate in a way that limits the...
Don’t forget your “digital life” in your estate plan
If you're one of those people whose bank statements and bills show up in your email inbox instead of your mailbox and you can't remember the last time you bought postage stamps, congratulations on minimizing your carbon footprint. However, if most (or any) of your...
Evicting a squatter could be your only option
When your loved one is not living at their residential property, it leaves it open for people to take advantage of. This is particularly true in cases where they may not have anyone taking care of the property. If you stop at the home and see that other people are...
Don’t just lock away your advance health care directive
An advance health care directive is one of the most crucial elements in your estate plan. Even if you don't have a full estate plan in place, by having this document, you can let your medical providers know about your wishes regarding what measures you want taken (or...
When is it time to choose assisted living for your loved one?
Admitting that the health and abilities of your loved one is deteriorating can be hard to do. However, when a person is suffering from ill health more frequently or they are having falls often, it may be time to explore the best interests of your loved one. Family...
What is California’s Uniform Trust Decanting Act?
Your mother named you the executor of her estate. She had a detailed estate plan when she died. However, she hadn't gotten around to updating her plan to take into account some issues that arose after the plan was put in place. For example, your brother has developed...
Why people put off estate planning — and why they shouldn’t
People have all sorts of reasons for postponing their estate planning. Unfortunately, too many people postpone it for so long that they die without any estate plan in place — even a simple will. They don't intend to, but they leave their family members with the...