Trusts
Are you a beneficiary expecting to receive an asset distribution? Are you wondering how long you can expect it to take the trustee to administer distributions? Or are you a trustee tasked with distributing trust assets? This article will serve to provide you with valuable information. Let’s look at a trustee’s role, the distribution of […]
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Whether you have recently lost a loved one or you are working on setting up your estate plan, you may be wondering about the probate process. Is it always required in California? How can you avoid it? These are valid questions which first require a look at the probate process and the state laws surrounding […]
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If you are wondering, “Should I set up a trust for my children?” the answer is yes! There are several benefits to creating a trust for children, whether they are minor children, children with special needs, or adult children. However, it is crucial to ensure you establish your trust document correctly. Otherwise, the provisions in […]
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Are you seeking information about conservatorships to avoid liability? Or are you concerned that abuse is taking place by a current guardian? In either case, it is essential to understand conservatorship and the duties and powers of conservators. A conservator may be a family member caring for a loved one who cannot care for themselves. […]
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Are you considering establishing a trust to protect your assets and have peace of mind? If so, you may be wondering about some of the terminologies of estate planning. There are a lot of terms you may need to familiarize yourself with when it comes to trusts. We recognize that most people don’t read law […]
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Whether you are establishing a trust document and considering who to name as your trustee(s) or a co-trustee of a trust, you may be wondering: “Do co-trustees have to act jointly, or can a co-trustee act alone?” This is a great question. We will explore the answer from both perspectives as we examine what authority […]
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Trust documents are an important part of estate planning, created to protect assets and avoid probate, in turn providing individuals with protection and peace of mind. Unfortunately, in some cases, conflicts can arise between trustees and beneficiaries. Whether you are a trustee wondering if you can remove a beneficiary from a trust, or a beneficiary […]
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Losing a loved one can bring a difficult season for family members and friends. Having to go through probating their estate can make it even harder. This is especially true if you believe you have a reason for distrust in the executor or administrator tasked with administering their estate. Do you believe you have a […]
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Taking care of elderly parents can be challenging for family members. It’s important to make sure you have your ducks in a row while your parents are young and healthy. This will make it easier to care for your loved ones as they age. Let’s take a look at what you should prepare for when […]
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You may have a loved one who is in immediate danger of harming themselves or others due to incapacitation. Typical case examples are when someone with schizophrenia, bipolar, or other serious mental illnesses are running their lives into the ground. Due to chemical imbalances, they may reject a power of attorney or not have the […]
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