The New York Times has many articles on estate planning. An article from 2010 is still very relevant and discussed six common questions regarding wills: do you need a will; can you do it yourself; do you need more than a will; what about a revocable living trust; how else…
Choosing an executor for your estate can be one of the most challenging decisions in the creation of drafting your will. An executor will administor your estate and continue to do so until the estate is closed. A will should be part of an estate plan and not “stand alone”.…
The New York Times, in an article from 2011, discusses that avoiding probate with a revocable living trust is a very good strategy. Using a revocable living trust can avoid the probate system in which a will is determined to be valid or not valid and the estate is administered…
The Los Angeles Tmes, in an article from 2011, has an extremely short article on this issue. In the article, it is stressed that understanding probate and trusts can make it easier to manage assets after death and during life. The probate administration process can be very complicated and legal…
The San Diego Union Tribune, in April of 2011, have an article discussing retirement, estate planning and guardianship. In the article, which deals with financial planning as well as other issues, one of the recommendations is for an estate plan and guardianship of their children. An estate plan can include…
It is crucial to have a trusted and competent professional fiduciary as needed on your probate case. As the professional fiduciary has access to all accounts, they need to be trusted, honest and licensed by the State of California and verified. In most cases, the professional fiduciary is private and…
Guardianship of the person means that the guardian of the minor arranges for the protection and care of the minor. This includes housing, clothing, food, shelter, education and all other needs. The guardian of the person also is in charge of all the personal needs of the minor, their education…
In San Diego, the San Diego Superior Court hears cases invoving guardianship. These cases are heard in the Probate Division. Guardianships can be both of the estate and/or person and gives legal custody of a minor to someone who is not their parent. If a child is in immediate danger,…
The New York Times has an article of what you need to know about estate planning and many other issues regarding wills, living wills, medical directives, special needs trusts, estate tax and more. Estate planning can include guardianship, conservatorship, revocable living trusts, special needs trusts, irrevocable insurance trusts and many…
In San Diego, many parties involved in probate litigation would like to settle their case. In some cases, emotions and other factors may prevent this. The San Diego County Superior Court has a probate mediation program. Mediation, in probate court, is a non binding and confidential process in which a…