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Estate Planning & Administration

Understanding Conservatorships in California: Protecting Your Loved Ones and Their Assets

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Understanding Conservatorships in California: Protecting Your Loved Ones and Their Assets

What is a Conservatorship? According to the Judicial Branch of California, a conservatorship is when a judge appoints a person to make decisions and manage affairs for an individual who is incapable of providing or managing for themselves. The person who is appointed is called the conservator, and the person who needs help is called […]

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How Can You Ensure Your California Estate Plan Reflects Your Current Wishes and Legal Standards?

What is Estate Planning? Simply put, estate planning is the process of arranging and deciding the transfer of an individual’s assets in anticipation of their death, and management of assets in the event of incapacity. This may involve naming beneficiaries on various accounts or life insurance policies or determining which material assets are granted to

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