Disinheritance means leaving someone out of a will or trust on purpose. If you think you were unfairly left out, you can challenge this decision in court. Lack of testamentary capacity One reason to challenge disinheritance is if the person who made the will or trust...
Month: August 2024
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Reasons a health care directive should be in your estate plan
Incorporating a health care directive in your California estate plan can ensure your medical wishes are honored if you become incapacitated. This legal document, also known as an advance directive, specifies your preferences for medical treatment and appoints a...
When should you create an estate plan?
Creating an estate plan is essential for individuals over 40 who own homes and have children. Estate planning ensures that your assets go where you want them to and provides peace of mind for you and your family. Here’s when you should consider creating or updating...