by Kathryn A. Flanigan | Nov 10, 2016 | Trustees; Executors & Fiduciaries
People in California who are creating an estate plan might wonder under what circumstances they would be able to successfully challenge a will. In reality, wills are rarely challenged, and when a challenge is successful, it is usually one that is brought by a spouse...
by Kathryn A. Flanigan | Nov 2, 2016 | Estate Planning
When California residents decide to develop an estate plan, it is important that they understand the difference between bequests and beneficiary designations. After a will holder passes away, their assets will generally be distributed according to their wishes...
by Kathryn A. Flanigan | Oct 24, 2016 | Estate Planning
People in California who live part of the year in another state should consider the implications for their estate plan. Only one of their states will be their legal residence, but if they own property in both states, they should take steps to protect those assets.One...
by Kathryn A. Flanigan | Oct 17, 2016 | Estate Planning
Estate planning and angel investing can be used to secure assets for future generations. California residents may be interested in learning which methods and strategies can be used to make sure their investments can benefit their beneficiaries. Angel investors should...
by Kathryn A. Flanigan | Oct 14, 2016 | Estate Planning
A will is an estate planning document that among other things allows an individual to pass assets to beneficiaries after death Those who do not have a will have their assets distributed in accordance with California intestacy law. It may also be possible to name a...