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Blog Posts in April, 2013

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  • Estate Planner's Role In California
    Estate Planner's Role In California

    What is my role as an estate planner in California? I gather personal and financial information from my clients in order to assess what estate planning product or products are best suited to their ...

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  • Patterns in Estate Planning in California
    Patterns in Estate Planning in California

    Patterns occur in estate planning just like in other fields. The following are typical patterns that I deal with: 1. Parents with minor children At the very least, a will is required because if the ...

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  • What Ifs??? Presented to the Estate Planner in California
    What Ifs??? Presented to the Estate Planner in California

    What if, despite everyone’s good intentions, there is conflict after the death? What if an heir or beneficiary or someone who thinks that they should have been made an heir or beneficiary complains? ...

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  • Cause and Effect Resulting in California Will Contest
    Cause and Effect Resulting in California Will Contest

    Suppose a will is being offered for probate (the process by which the decedent’s debts are paid and the assets distributed) and someone thinks (a) the writer of the will was mentally incompetent when ...

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  • Cause and Effect Resulting in California Trust Contest
    Cause and Effect Resulting in California Trust Contest

    Trust contests are very similar to will contests with similar allegations of incompetency and/or undue influence. The difference is that there may be only a very short time to decide if you are going ...

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