Do I Qualify to Be the Personal Representative for a Loved One’s Estate?

Possibly, as whether you are eligible to assume the role of personal representative will depend on the specifics of your situation. To start explaining this more thoroughly, it’s first important to understand the requirements set by California laws personal representatives, with these specifically stipulating that personal representatives must: Be at least 18 years old. Not … Read more

How to Start Discussing Death & Estate Planning with Loved Ones: 3 Helpful Tips

During the estate planning process, focusing on the will and other estate planning tools typically takes center stage. What can be just as important and often overlooked, however, is talking about estate planning and the choices made in the plan. While these discussions can seem uncomfortable and upsetting, taking the time to have them is … Read more

Are Holographic Wills Legal in California?

As long as holographic (i.e., hand written) wills meet certain requirements, yes, they can be considered legal and valid in the state of California. Requirements for Holographic Wills in California In order for a California court to deem a holographic will as valid, that will must satisfy the following requirements: The will is written by … Read more

5 Myths About Estate Planning Dispelled

Being misled by the myths of estate planning can prevent people from taking the right steps now to protect their loved ones, their estate and their legacy in the future. To help you avoid these missteps, below are the facts behind some common myths about estate planning. I don’t need to think about estate planning … Read more