by Jennifer Keller Smith | May 26, 2019 | Business News
Do You Need a Will or a Trust? We often hear from clients that they feel like they don’t need any kind of estate planning because their kids know how to distribute their property when they die. Unfortunately, in the State of California, distribution of assets on...
by Jennifer Keller Smith | Apr 25, 2019 | Business News
What is a Power of Attorney? A power of attorney is a legal document giving someone else the authority to make decisions for you about legal and financial matters. There are generally two types of Power of Attorney: General Durable Power of Attorney — This document...
by Jennifer Keller Smith | Mar 27, 2019 | Business News
What is a Power of Attorney? A power of attorney is a legal document giving someone else the authority to make decisions for you about legal and financial matters. There are generally two types of Powers of Attorney: General Durable Power of Attorney — This document...
by Jennifer Keller Smith | Feb 27, 2019 | Business News
How Often Should I Update My Estate Planning Documents? After going through the time and expense of setting up an estate plan, people often put their important documents on a shelf and forget about them. How often should you dust off these documents and revisit these...
by Jennifer Keller Smith | Jan 30, 2019 | Business News
How to Challenge a Will To create a valid will in California, you need the following: testamentary capacity, words of testamentary intent, creator’s signature, date and the signatures of two disinterested witnesses. Heirs to an estate may have cause to challenge a...
