When does a durable power of attorney become effective under California law?
An effective durable power of attorney is a document that allows you to appoint someone who can manage your financial affairs on your behalf. Read more here
Articles about Create a Trust
If Your Loved One Is Incapacitated, a Conservatorship May Be Necessary
When your loved one is no longer able to manage his or her affairs, a conservator may be necessary. You may be called upon to serve in this role.
When Do You Have to Pay Taxes on an IRA Account?
For people with IRAs, the government doesn’t allow it to accumulate forever, you have to pay your taxes on an IRA account sometime.
What is the difference between a child who has been purposefully omitted from a will and a child who was pretermitted from a will?
Whether a child has been purposefully omitted from a parent’s will or a child was pretermitted from a parent’s will, it can have a significant impact.
Are the proceeds of a life insurance policy subject to estate tax if the policy was held in an irrevocable life insurance trust (ILIT)?
Need to understand if a life insurance policy is subject to taxes is important and what effect the policy being held in an irrevocable life insurance trust?
Are You Getting Married? Consider a Prenup in Your Estate Plan
A Prenup in Your Estate Plan is a smart way to protect yourself and loved ones at the start of marriage together by taking time to plan for the future.