A trust should reflect your wishes for how your property will pass to your beneficiaries. But a mistake in drafting or expressing your wishes can cause the final document to say something you never intended. In some situations, a court can reform the trust to correct...
You expected your inheritance within weeks of a loved one's passing, yet months later the trustee still has not sent your share. It raises a fair question: is a trustee allowed to wait this long? Often the answer is yes, though not always. Knowing when a delay is...
You lose a parent and then you spot a big “gift” or transfer from the final weeks. Maybe a new caregiver received cash or a sibling took title to a house. When that change feels off you may worry someone took advantage of your parent. California probate court can step...
Some probate litigation begins because there are concerns about the estate planning paperwork. Families can contest a will in specific scenarios that raise questions about the validity of the document. Occasionally, probate litigation occurs because beneficiaries or...
Estate disputes are messy, and they become even more complex when property, heirs or trusts cross state lines. You may face different courts, rules and varying timelines. In the San Francisco Bay Area, families who own homes or investments in more than one state are...
Wills are often the only estate planning instrument a person creates. The document that a testator drafts could have a profound impact on what happens to their property after they pass and what support their loved ones can access. People expecting to inherit from an...
A power of attorney (POA) is meant to protect someone’s interests when they can’t manage things on their own. It gives another person authority to act on your behalf, whether that’s handling money, property or important decisions. Ideally, this role should be carried...
When a loved one dies, the shock of discovering that their will is not as you thought can add to the distress you are experiencing. Your thoughts may quickly turn to contesting the will, but is this a realistic option? Here are some questions to ask yourself. 1. Am I...
Contesting a will often feels confusing and intimidating. Many myths surround the process, which complicates understanding what really happens when you decide to challenge a will. It’s important to clear up some common misconceptions you might have heard. Myth 1: You...
After a loved one passes, you might expect their estate to be divided fairly. However, when one beneficiary receives a significantly larger portion than others, it can raise serious concerns. In such situations, it's natural to question whether you have the right to...
