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If you have the expectation of receiving long-term care as you age, then a Medicaid trust might be useful. Medicaid, if granted and used, enables you to protect your savings and retirement funds. During estate planning in California, it's important to plan for your...

When someone ages or comes face-to-face with concerns over mortality, they might start taking long-overdue estate planning steps seriously. With detailed and thoughtful estate planning, a person could make things less stressful for their surviving heirs. The...

Writing a will represents an important part of estate planning. Once signed, the legal document remains in effect until the testator decides to change it. And yes, someone can change a will under California law. Changes in either someone's life or relationships affect...

Estate planning assigns your personal assets to certain beneficiaries and inheritors. Your privacy in California, however, isn’t established solely by having an estate. Holding high-worth assets in your portfolio often calls for privacy. Keeping the exact worth of...

Some California residents write a will, stick it in a drawer and forget about it, but the truth is that estate planning is a process. Whenever you have a major life event, it's a good time to revisit your estate plan. The birth of a child, marriage or divorce will all...

A living will is a document that provides guidance on how to manage someone's health care. This is necessary when an incident, such as a stroke or brain damage, results in a person's severe physical and mental incapacitation. The reasons to create a living will in...

Writing a will seems like an easy task. Several legal document resources provide templates for would-be testators. While such resources may be convenient, they might not always provide clarity regarding California laws. A last will and testament remains subject to...