Category Archives: Trust and Estates

Estate Planning for Blended Families and Common Mistakes

Meeting the person you’d like to spend the rest of your life with in a second marriage is a joyous occasion. Often, one or each person has children from a previous marriage or relationship. In a blended family, the responsibility to take care of the children falls on both parents and the new spouse in many cases. When you have an estate to settle between the both of you and your blended children, California families need to plan for the future. Continue reading

Do you need mediation for estate planning?

Estate planning involves a transfer of wealth in families between generations. This is often a contentious and complicated process because no one relishes speaking of their own death, and how to disseminate their personal property among loved ones. This leads parents to make these decisions without involving their children or heirs so as not to burden them with such a morose topic, but this causes confusion, disputes and litigation against other family members and even personal attorneys. Continue reading

What is Probate Law?

Probate is a legal process following the death of an individual. You will encounter this if the owner of the property you are listed as beneficiary dies.

Steps followed during the process include:

  • Proving the will of the deceased person is valid in court.
  • Identification and appraisal of the deceased’s property.
  • Payment of taxes or debts owed. Continue reading

2 Tips to Discuss Estate Planning with Your Parents

Some people are not comfortable discussing death and illness with their aging parents. In truth, all of us will get older and have to rely on others for various forms of support. While the aging process can be difficult you can lessen the strain by planning ahead of time. It is important to sit down with your parents and discuss their future with them. Continue reading

What Types of Cases Can Be Contested in Probate?

Many people think of a probate litigation case, as a case that occurs after a person is deceased. That is only partially true as these cases can certainly involve cases involving wills, trusts, estates, asset disputes, joint bank accounts, gifts. There are many cases, however, that occur while a person is still living. Continue reading

What Does A Will Do?

When someone dies, they will want to leave their belongings and their monetary assets to someone they care about. Most people write out a will in case something happens to them. This will allow them to leave what they have to someone that they wish to. Continue reading

The Importance of Having a Special Needs Trust for Your Loved Ones With a Disability

What is a Special Needs Trust?

When doing your estate planning, consider discussing with your Palm Springs disability attorney the benefits of having a special needs trust. This kind of trust allows loved ones to provide for family members with a disability, but ensures that they will still continue to receive government healthcare benefits such as Medicaid or Medicare and financial support such as SSI. The total sum of money that you allot to them is kept in a special fund, which distributes a set monthly amount to them that is within the government guidelines of what they are allowed to receive and still keep their benefits.

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Power of Attorney, Guardianship and Conservatorship

Power of Attorney is an important legal binding in the form of a document that gives broad powers for another person, the agent, to make a broad range of legal decisions on behalf of an individual, the principal. The person with Power of Attorney may sell property, sign contracts, make legal decisions, and make health care decisions. Continue reading

The Modification of a Trust

Trusts are often a complicated area of the law. A trust is formed when a person transfers their property to a beneficiary, giving them the benefit of the property. This individual is the trustor. In turn, the individual who receives the item is then known as the trustee. It is important that you know these roles as you begin to explore the laws surrounding trusts. Continue reading

How Removal of Trustees from an Estate Works

An estate trustee has the huge responsibility of properly executing the last will and testament. He is legally appointed to carry out the wishes of the deceased. However, many times problems exists whenever the trustee does not act in the best interest of the estate, and it’s necessary to remove the trustee as soon as possible. This is when seeking the service of a Coachella Valley trust and estate law firm is extremely important. Continue reading