When someone passes away, families expect a time of grieving, not years of legal complications. But without a clear estate plan, that’s often what happens. A well-known case shows how quickly things can become overwhelming. When actress Anne Heche died in 2022, she...
Most parents assume that if something happens to them, their child will automatically be cared for by the other parent. Often that’s true, but not always. A recent case out of Michigan highlights how complicated things can become when family dynamics are strained. In...
Blended families are increasingly common and so are the estate planning challenges that come with them. Many couples believe the simplest plan is also the fairest: “I’ll leave everything to my spouse, and they’ll take care of my children.” While that may work in a...
Retirement accounts, like IRAs, 401(k)s and pensions, are often among the most valuable assets a person leaves behind. Yet many people assume these accounts are controlled by their will or trust. In reality, they follow their own set of rules; understanding those...
One of the most common misconceptions in California estate planning is that the state will take your assets when you die. That’s not how it works. Your assets pass according to your trust, will, beneficiary designations or California intestacy laws. However, assets...
It is a common and frustrating situation. You’ve done everything right: Your parent created a trust, named you as trustee and signed a power of attorney naming you as their agent. Then your parent becomes incapacitated and suddenly you’re told you may need to go to...
