On behalf of Conover & Grebe, LLP | Oct 29, 2019 | Trustees Executors & Fiduciaries
It is no secret that the probate of an estate can be a long and complicated process. There are several details families must be aware of and steps a personal representative must complete to bring the estate to a condition for it to be closed and distribute the assets...
On behalf of Conover & Grebe, LLP | Oct 21, 2019 | Trustees Executors & Fiduciaries
Taking on the role of a trustee is a great responsibility. In the past, we have discussed the particular legal duties that trustees have when administering a trust in California. However, another essential task all trustees should complete is keeping records...
On behalf of Conover & Grebe, LLP | Sep 24, 2019 | Trustees Executors & Fiduciaries
Most individuals chosen to serve as the trustee of a loved one’s trust understand that they have a specific set of duties to fulfill. Together, these responsibilities make up the fiduciary duty. Trustees have a fiduciary duty to the beneficiaries to act in their...
On behalf of Conover & Grebe, LLP | Sep 11, 2019 | Trustees Executors & Fiduciaries
Unfortunately, there is no way to predict when a medical emergency could happen. But Californians can take measures to plan for situations like these. When an individual gives someone they trust healthcare powers of attorney, they also give that person the...
On behalf of Conover & Grebe, LLP | Jun 24, 2019 | Trustees Executors & Fiduciaries
When you’re creating your estate plan, you’ll need to determine what details you want to share with family members and what to keep to yourself. Of course, there are some things you’ll need to discuss with at least one or more family members. For...
On behalf of Conover & Grebe, LLP | Jun 6, 2019 | Trustees Executors & Fiduciaries
Among the most important decisions you’ll make as you create your estate plan is naming the trustees and successor trustees of your trusts. A dishonest trustee can take all of your hard-earned assets and keep them from the loved ones and beneficiaries you...
On behalf of Conover & Grebe, LLP | May 13, 2019 | Trustees Executors & Fiduciaries
A comprehensive estate plan is often comprised of a number of documents. It’s crucial that they don’t contradict one another. This can cause confusion, delays and expense when it comes time for your executor(s) to settle your estate. Therefore, if you make...
On behalf of Conover & Grebe, LLP | Mar 27, 2019 | Trustees Executors & Fiduciaries
Your last living parent or perhaps another elderly relative whose estate you were chosen to administer has passed away. They never got around to downsizing and decluttering — something we talked about recently. They’ve got a home filled with items that go...
On behalf of Conover & Grebe, LLP | Jan 31, 2019 | Trustees Executors & Fiduciaries
Many Californians resist putting an estate plan in place. Even when people get older and their health starts to deteriorate, they may feel like planning for their death is tempting fate. However, an estate plan isn’t just about designating what will happen to...
On behalf of Conover & Grebe, LLP | Jan 4, 2019 | Trustees Executors & Fiduciaries
If you’re planning to give marriage a second (or maybe third) try in the new year, you likely have more assets and people to protect that you did when you married the first time. A prenuptial agreement can help you and your partner protect the assets you bring...
