While they are currently not valid in California, it seems it is only a matter of time before electronic wills are acceptable under the law. There are some states where they already are legal. Because so much of life is electronic now and the state does allow some...
Month: March 2020
You are never too young to begin estate planning
Estate planning is typically not a priority for people in their 20s, 30s or even 40s. Although the chances of dying are slim, it is still important to plan for the unknown and provide protection for assets. Starting an estate plan for a young person does not have to...
What can we do if our family trustee misuses the funds?
There are many possible reasons why your family member created the trust from which you and others benefit. One example is to make sure that the beneficiaries do not have unrestricted access to inheritance, or use the money in a manner that the trustor would not...
Determining no-contest clause enforceability
You are no doubt honored to have any interest in the estate of a family member or friend in San Jose. At the same time, however, you may feel troubled by the terms stipulating what that interest actually is. Many in this same position have come to see us here...