Trustees and executors, respectively, administer trusts and wills. Both are fiduciaries, meaning that they are in a position of great trust. The court expects each of these individuals to adhere to high standards when carrying out their multiple responsibilities. If...
Estate Planning
Incapacity Happens
According to a new study by caring.com, only 42 percent of U.S. adults currently have estate planning documents such as a will or trust. For those with children under the age of 18, the figure is even lower, with just 36 percent having a plan in place. Why is estate...
Proactive Estate Planning
Estate planning in California looks different for every client. Are you single or in a partnership? In a blended family with step-children? Are you in the "third act" of your life and want to proactively name someone to carry out your decisions in the event of...
