Retirement accounts and probate
Retiring in California is the dream of millions of people. However, this dream may be derailed when a person dies and their estate passes into probate. For individuals with a large estate, probate can be a useful tool to avoid problems. Probate is a complex process for some estates that can tie up an inheritance […]
Grounds for removing an estate executor in California
When someone creates a will in California, they must name a man, woman, or sometimes a bank or a trust company to carry out their wishes or provisions of their will, among other tasks. However, there are circumstances where the beneficiaries or other people with a vested interest in the deceased’s estate can petition to […]
Understanding misappropriation theory
The playing field for traders needs to be kept as level as possible. This is for the benefit of citizens in California and the rest of the U.S. Any attempt to trade via information that has been received in an illegal fashion should be subject to prosecution. This applies with special force to nonpublic information […]
Probating a will
To probate a loved one’s will in California, one must appear in court and have the appropriate forms filed. These are the basic steps necessary in any probate to establish proof of the will’s validity to the court. What is probate and how is it done? Probate is a way of transferring property from a […]
What are the warning signs of elder abuse?
Elder abuse could be physical, emotional, financial or sexual. California also considers neglect and exploitation of an elderly person as abuse. You should know what signs to watch for to help protect your loved ones. Behavioral changes Negative behavioral changes are sometimes mistakenly brushed off as natural aging or an aging-related illness. In reality, it’s […]
A living trust vs. a will
California is a state that’s full of hard-working people. After working most of their lives, many people understandably want to protect their estate. If you are in the process of doing so, you may have heard about wills and living trusts. With that in mind, here’s a closer look at how wills and living trust […]
Important things to consider while creating an estate plan
California is a great state to spend your life in after retiring. However, it is a good idea to think about estate planning well before you reach that milestone. Taking care of these matters might sound uncomfortable, but it doesn’t have to be. With that in mind, here are the main things to consider during […]
The process of buying a probate home
Whether you’re buying a home for yourself or as part of a property management business, there are many homes for sale in California. With that in mind, you might think about buying a new property through a probate sale. Before you make any offers, it’s good to learn how buying a probate home works. Listing […]
Moving real estate into a trust fund
California real estate can be a great investment. It makes sense to keep your portfolio in the family and protect it by adding it to a trust. Transferring real estate into a trust is pretty simple when the property has been paid off and a little more complicated when there is a mortgage involved. Transferring […]
The meaning of undue influence in probate litigation
Undue influence is a frequently contentious issue in probate litigation. Usually, the court appoints a guardian to carry out an undue influence for an incapacitated person. However, that extent of influence can be challenged in a court in California. Undue influence is never a permanent decision and contains terms that can be contested by a […]