The Importance of Updating Beneficiary Designations
Many types of monetary accounts and insurance policies have beneficiary designations associated with them. For example, retirement accounts (including IRAs, Roth IRAs, 401(k) plans, 403(b) plans, and pensions) must usually have a beneficiary designation on file. The same is true with insurance policies, such as life insurance policies and long-term disability policies. Failing to properly designate […]
What Questions Do I Ask the Estate Lawyer?
Effective and thorough estate planning is not just for elderly people. In fact, estate planning is something that everyone should consider. Having a good estate plan in place can help your loved ones save a significant amount of time and money when they need to settle and distribute your estate. A California estate planning attorney […]
Can a Person with Mild Dementia Revoke Her Power of Attorney?
Dementia is a mental condition that affects many elderly individuals throughout the country. Frequent forgetfulness and the inability to care for oneself are just two common symptoms that are associated with dementia. In the event that a person’s physical or mental health declines quickly, it is a good thing when he or she has already […]
Elderly Financial Scams
Elderly individuals throughout the country are unfortunately the target of numerous financial scams that can result in their losing thousands of dollars. Scammers and fraudsters often target elderly individuals because they are more likely to be socially isolated and unfamiliar with computers and other types of modern technology. Some of the most common types of […]
Doctors Recommend Living Wills During The Pandemic
More than 214,000 people across the United States and over 16,500 people in California have passed away from COVID-19 and related issues in the past eight months. Many of these individuals would have never expected that they would contract and succumb to a fatal illness this year, and many people might not have had time […]
Signs That Your Elderly Parents Need Assistance
Having elderly parents can be worrisome, especially if you do not see them on a regular basis. With the COVID-19 pandemic and the specific risks of exposure for older adults, many people have had even less contact with their elderly parents than they normally would. How do you know if they are living fine on […]
Can I Change an Irrevocable Trust?
By the Law Offices of Lisa C. Bryant, INC. If you own real property in California, it very likely you made a revocable living trust to protect your property from probate at your death. Most living trusts are only revocable so long as the creator of the trust has capacity and is still living. For […]
Can I Virtually Execute My Estate Planning Documents?
By the Law Offices of Lisa C. Bryant, INC. The pandemic has touched our lives in many unforeseen ways. It has served as a wake-up call for many to get their estate planning done. Many attorneys are meeting with clients virtually or by phone; however, for estate planning, many documents require witnesses and/or notarization. In […]
Transfer on Death Deeds – Do I still need a living trust?
Under ordinary circumstances, if you own real property at your death in California and it is not titled in joint tenancy or held in a living trust, you would be facing a probate situation. In 2015, California created a special form of “revocable transfer on death deed” that (1) makes a donative transfer of real property to […]
Will the 2020 Election Affect Your Property Taxes?
By the Law Offices of Lisa C. Bryant, INC. When you own or invest in property, there is a lot to think about. You have to think about repairs, get in contact with someone like my conveyancing if you’re wanting to invest in a new property, keep an eye on the state of the market, and on […]