PARENTS & HOMEOWNERS: MY 7-STEP ESTATE PLANNING PROCESS WILL PROTECT YOUR HEIRS
From Creditors, Predators & Bad Choices, And Will Help You Become a (Bigger) Hero to Your Family!
Here are the most common seven estate planning errors I see made by people.
1. Not knowing the strategy Lots of people rely on an estate planning attorney to make all the decisions about their plan and to make sure that everything in the strategy is implemented appropriately. 2. Out-of-date beneficiary designations Neglecting to upgrade the recipients of your estate might permit your assets to go to your parents and siblings instead of to your spouse and children,…
Basics Of Probate In Camarillo And Ventura
The Basic Probate Process – Camarillo Estate Probate Attorney Eric Ridley, Probate Attorney Camarillo If there’s a will, the executor named in the will should get the ball rolling. If probate is necessary, someone must come forward to start the process. If there’s no will, or the person named to serve as executor isn’t available,…
ESTATE PLANNING AND COVID-19
When the reality of the coronavirus Covid-19 initially began to sink in, people everywhere rushed out to buy toilet paper, hand sanitizer, and other items essential for staying at home indefinitely. Now that Covid-19 is an indispensable part of our daily conversations, individuals are becoming aware of another critical necessity: Coronavirus uncertainties emphasize the need…
I’m A “Super Lawyer!”
OK, it’s sort of cool. I was listed as a “Rising Star Super Lawyer.” It doesn’t mean anything, but it’s neat anyway.
Financial Elder Abuse In California
When a party accepts the fiduciary duty on behalf of another party, they are required to act in the best interest of the principal, the party whose assets they are managing. This is what is known as a “prudent person standard of care.” The prudent-person rule requires that a person acting as fiduciary is required to act first and foremost with…
Ten Reasons You Need Estate Planning In Oxnard Ca
Believe it or not, you have an estate. In fact, nearly everyone in Ventura County & Oxnard (and the rest of the world) does. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest,…
What Is Estate Planning?
I think “estate planning” may be too large, or too vague of a term. It’s hard to explain in an elevator pitch, what an estate planning lawyer does. Yes, there are documents to prepare. But that’s not it. I look at the practice of estate planning as helping people protect their loved ones, and even…
Three Tips To Avoid Probate
There are many reasons avoid probate – it’s costly and time-consuming, not to mention it has the potential to make a public spectacle of a very private matter. More often than not, probate disputes can arise in response to unequal treatment of siblings and other close family members in an individual’s estate plan. Since the…
How To Take Care Of My Children With My Trust
Proper Wills & Trusts Are Critical with Children. If you’re a parent of young children, you are almost certainly concerned that if something happens to you, your children’s future security could be at risk. Part of the process of planning for your children is to name a guardian for them. Naming a guardian is a…