Category Archives: Estate administration

Avoiding Lost Documents

I frequently hear from clients who inquire about probating their family member’s estate that they cannot locate important documents of the deceased family member even though they know the documents existed.  So, what can you do to avoid this situation … Continue reading

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Where Is My Power of Attorney?

It is frustrating as an estate planning attorney to receive a call from a client asking if I have the estate planning documents they signed.  Because our society is so mobile, I do not retain original signed estate planning documents … Continue reading

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Seven Reasons Why Everyone Should Have a Will

Estate planning is a broad concept that can incorporate tax planning, financial and retirement planning, planning for disability and planning for death.  As this suggests you should not only consult an attorney as part of your estate planning, but you … Continue reading

Posted in Advance Directives, Beneficiary designation, Divorce, Estate administration, Estate Planning, Financial Planning, HIPAA, Power of Attorney, Uncategorized, Wills | Tagged , , , , , , , , | Comments Off

Key Issues In Selecting A Trustee

A trustee should be designated any time you are creating a trust.  There are many types of trusts.  Sometimes we create trusts to be effective immediately.  Other times we create them within a will to be effective upon death or … Continue reading

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Four Key Reasons to Have a Will

The question occasionally arises at a social event when someone introduces me as an attorney who helps people with their estate planning. “I don’t really need a will, do I?” Here are some thoughts on that question. 1. Children – … Continue reading

Posted in Community Property, Estate administration, Estate Planning, Guardianship, Probate, Special Needs Trust, Wills | Tagged , , , , , | Comments Off