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estateplanningattorneywalnutcreek
This week we’re looking at beneficiary designations – and what it’s critical to keep in mind when it comes to these guys. So, let’s define it first.  Assets that are registered as “transfer on death” or “payable on death” will transfer to a specified beneficiary upon your death. these types of assets were designed to...
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Do you need a Lawyer to do your Estate Plan? The simple answer is yes, the more accurate answer is maybe. Many of the documents contained in a classic estate plan can be filled out using online programs for a relatively low cost. If you have a simple situation – for instance, 1 house, 1 child, 1-2...
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“Ending Life,” a piece by 60 minutes that aired on July 19th, highlights the importance of having an advance health care directive and power of attorney. The piece detailed the criminal case of Barbara Mancini, who was arrested for allegedly aiding her father’s suicide. Her actions were simple: she handed her dying father a bottle...
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How to Pay the Debts of an Estate  If a loved one dies, and you are a beneficiary of their estate, you’re really lucky if they leave you lots of property and funds, and no debt. However, this is not often the case. Even with a well managed trust or estate, the person who passes...
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 Elder Law Part 1: Estate Planning  While the mansion in the photo is indeed elderly (circa 1700), and many would no doubt call it an “estate,” Elder Law as it relates to estate planning isn’t always about large homes, or even elder persons. The term “Elder Law Attorney” actually refers to a fairly new field of...
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