If you’ve been named as the executor of your parent’s will in California, you have a big responsibility. You might not realize it, but the executor is responsible for overseeing and managing the wishes of the deceased. That means your job is to make sure that your...
Estate Administration & Probate
Should your spouse be your attorney-in-fact?
On Behalf of Newman Law Group | Oct 26, 2023 | Estate Administration & Probate
California residents include powers of attorney in their estate plans because they want to be sure that their financial affairs will be attended to if they become incapacitated by illness or injury. Before you draft a power of attorney, you should think carefully...
Are personal representatives required to purchase probate bonds?
On Behalf of Newman Law Group | Oct 18, 2023 | Estate Administration & Probate
When a California resident dies, the individual they named in their last will and testament to act as their estate’s personal representative will have a lot of important tasks to perform. They will be tasked with settling the estate’s debts, paying its outstanding...
Four things you should know about planned giving in California
On Behalf of Newman Law Group | Sep 27, 2023 | Estate Administration & Probate
Many people in California donate to charities. Donating money or assets to charities helps these organizations continue their missions. Whether you donate to charities helping people, animals or other causes, it's understandable to wonder how these donations continue...
Proactive estate planning for unmarried couples in California
On Behalf of Newman Law Group | Sep 19, 2023 | Estate Administration & Probate, Trusts
Loving each other, living together and even having kids without marriage, for some people in California, is their preferred way of life. Of course, it has some benefits, as it reduces the pressure to go through the legal process of marriage and all that it entails....
Why end-of-life documents are important in estate plans
On Behalf of Newman Law Group | Sep 13, 2023 | Estate Administration & Probate
Estate planning can be challenging, but avoiding it can cause many problems for California residents and their heirs. Even if you only accomplish part of it, not accomplishing all essential components can unintentionally throw your family into disarray. Problems can...
An unexpected child may require you to update your estate plan
On Behalf of Newman Law Group | Sep 6, 2023 | Estate Administration & Probate
If you're raising a family in California and have an unexpected child, reviewing your estate plan and ensuring it meets your current wishes is essential. You will need to make changes to ensure this newest addition to your family is included. Addeing a new beneficiary...
California estate planning tips for estranged family members
On Behalf of Newman Law Group | Aug 28, 2023 | Estate Administration & Probate
Estranged family members make the estate planning process more stressful because you don't know how they're going to react to your wishes after your death. Conflict among the family isn't what you want, but at the same time, you may not feel right about giving someone...
Things nobody warns you about being an executor in California
On Behalf of Newman Law Group | Aug 23, 2023 | Estate Administration & Probate, Trusts
It's a great honor for someone to trust you to handle their estate in California after they die. That being said, being an executor is not a simple task. Many potential issues can arise while carrying out this duty, and depending on the size and complexity of an...
Spendthrift trusts in estate planning
On Behalf of Newman Law Group | Aug 9, 2023 | Estate Administration & Probate
Many people may want to pass along assets to a California loved one when they pass away. However, they may be concerned about their loved one's ability to manage the funds or even their vulnerability to creditors. A spendthrift trust is one solution that people may...
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