Any relationship between two parties in a transaction where at least one of the parties is required to act in good faith and for the benefit of the other party is said to be a fiduciary relationship. One of the most common examples of this is that a lawyer retained by a client, the attorney […]
What is fiduciary duty? Read More »
One of the easiest and most important things you can do to protect your financial affairs is to arrange for another person to manage your finances if you become incapacitated for any reason. Although many people overlook this important step, if you don’t set up a financial power of attorney, your assets could be thrown
Designating a financial power of attorney is an important estate planning tool Read More »
What does an executor of a will do? Being named the executor of a will brings with it a wide variety of important duties that must be carried out to meet the wishes of the decedent. If you have been named as an executor, here are several of the functions you may need to undertake:
The Executor of Will Checklist: Duties & What to Do Read More »
If you are the beneficiary named in a will or a trust in California, you have several rights and responsibilities you should consider as you move through the process of settling an estate: Know your rights for your particular situation. Not all wills and trusts are the same. And not all beneficiaries are entitled to
Know your rights as a will or a trust beneficiary Read More »
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and does not, and is not intended to, constitute legal advice. You should consult an attorney for advice
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