Advance healthcare directive is an incredibly useful document. Having one means you can specify how you would like to receive healthcare at the end of your life or during incapacity. Not only can you state your preferences and ensure your wishes are met and respected, but you can also prevent a disruption in your family […]
read moreA durable power of attorney for finances is a document naming the powers that are to be granted to a person called the agent. The person who grants the powers is called the principal. We have already covered the basics you need to know about financial POA and the procedure of getting out the POA. […]
read moreThe year 2015 introduced a new era for same-sex couples. Same-sex marriages became recognized in all 50 states. Such a landmark decision has implications when it comes to GLBT community members managing their affairs. New opportunities have arisen regarding estate plans for same-sex couple marriages. Below is an overview of these new opportunities. Same-sex couple […]
read moreIf a person in San Diego, who had some property, dies without a will or trust, it’s said they died “intestate”. In that case, California Probate Code determines who inherits the deceased’s estate and what portion of it. Please note that laws of intestate succession may differ from one state to another. We should also […]
read moreThe ‘Golden Rule’ was expressed in the judgment of Judge Templeman in Kenward v. Adams (1975) as such: “In the case of an aged testator or a testator who has suffered a serious illness, there is one golden rule which should always be observed, however straightforward matters may appear, and however difficult or tactless it […]
read moreIn order for a will to be considered valid, the testator (the person who made the will) has to have testamentary capacity. What is testamentary capacity? Testamentary capacity is the testator’s mental capacity to know: 1) the scope of their property, 2) who their close relatives are and how the will affects those relatives and […]
read moreRevoking a power of attorney document is a relatively straightforward process, but it should be carried out carefully so that the revocation cannot be challenged. Any type of power of attorney can be revoked – general, durable or springing. The best case scenario is that the principal, i.e. the person who authorized the attorney-in-fact to […]
read moreIf you are thinking about naming someone your attorney-in-fact or if someone is considering appointing you to this position, you should first consider what power of attorney actually is. Power of attorney is a legal document which ensures that the many practical financial things will get done even when the person is not able to […]
read moreThe basics Durable power of attorney for finances is a document which appoints someone to handle the financial matters of another person even when they are incapacitated. It is different from the regular power of attorney exactly because it is in effect even when the person is incapacitated. The signer of the Power of Attorney […]
read moreIf you are interested in transferring a small estate in San Diego or anywhere else in California, you might be in luck. The law in California says that if the value of the estate is under $150,000 there might not be a need for a probate. There are simpler procedures, such as the Small Estate […]
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