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Probate is a very common legal proceeding dealing with the assets of a person who has passed away. However, many people don’t know what “probate” actually means. It is the method used by the State to allow the transfer of assets and liabilities to the next generation....
A conservatorship can be useful in situations in which an adult is no longer able to take care of themselves or manage their own finances. In a conservatorship, the conservator is the person who becomes responsible for managing the finances and personal affairs of the...
While the duties of a guardian and a conservator can sometimes overlap, the two roles are vastly different. The complexities of this topic can vary greatly and may depend on individual circumstances. The basic understanding of the two concepts are outlined below....
A conservatorship allows the conservator to have the authority and responsibility to manage a person’s finances or make decisions on their behalf about health care—or even handle both. Conservatorships are helpful when a loved one becomes incapacitated and does not...
If you are considering legal options to protect an individual in your life who cannot take care of themselves on their own or manage their finances, understanding the difference between a trust and conservatorship is crucial. An estate planning attorney can help you...
With proper estate planning, you have the opportunity to leave your legacy to live on. There are many ways to ensure your legacy lives on, even after you pass away. The estate planning tools you can use to accomplish this depend on your goals for your legacy, along...
Now that the new year has begun, it is time for many people to get a fresh start. It is also a great time to accomplish some goals that you may have been putting off for a while. One step you can take to benefit not just your own future but the future of your family...
When it comes to estate planning, it is crucial to keep up with current laws that can affect estate planning strategies. For example, tax laws frequently change, which can have a major impact on how you may want to structure your estate plans. Whether you are thinking...
Life gets busy, and it can be easy putting off certain tasks—like developing your estate plan. Fortunately, an experienced Santa Rosa estate planning attorney can help you get started. Whether you are just beginning the process or ready to make some changes to your...
Once you have gotten the hard part done and set up your estate plan, you may be wondering when it will be time to take another look at it. In most cases, you can update or change your estate plans at any time. However, there are some situations in which you should...