Monthly Archives: March 2012

The California Durable Power of Attorney for Financial Purposes What is it? A financial power of attorney allows an agent to conduct financial transactions for the principal (the person who signed the power of attorney.) These transactions might include depositing or withdrawing money from bank accounts, signing income tax returns, or transferring assets to a

California Advance Health Care Directive What is it? The Advance Health Care Directive can be used to appoint a family member or friend to make health care decisions for you if you are physically or mentally unable to make those decisions yourself.  Similar documents are also called Durable Powers of Attorney for Health Care.  This

Why do I need a will? A will allows you, instead of state law, to decide who will receive your assets after you die. If you don’t have a will, your estate will be distributed as required by the California Probate Code. If there is no estate plan, usually your nearest relatives will inherit the

A Trust Amendment is a legal document that changes specific provisions of a Revocable Living Trust but leaves all of the other provisions unchanged, while an Amendment and Restatement of Trust completely replaces and supercedes all of the provisions of the original Revocable Living Trust. Understanding the Basics of Revocable Living Trusts Before discussing when