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May 16, 2024

What happens if someone who has grounds to contest a will wants to argue in court that the will is invalid for some reason? This requires a very specific process in California law and one that follows five steps. Whether you’re a current beneficiary or believe you should have been a beneficiary in someone’s will, […]

  • All Posts
  • 401(K)
  • 529 Plan
  • Adult Adoption
  • Advanced Care Planning
  • Advanced Directive
  • Advanced Medical Directive
  • Aging
  • Alzheimer's Disease
  • Annuity
  • Artificial Intelligence (AI)
  • Asset Distribution
  • Asset Protection
  • Assets
  • Assisted Living
  • Attorney
  • Baby Boomers
  • Bankruptcy
  • Beneficiaries
  • Beneficiary Designation
  • Blended Families
  • Business Planning
  • Business Succession Planning
  • Buy/Sell Agreement
  • Bypass Trust
  • Caregivers
  • CARES Act
  • Charitable Giving
  • Claim Against An Estate
  • Codicils
  • Collectibles
  • College Savings
  • Community Property
  • Conservatorship
  • cryptocurrency
  • Death Tax
  • Debts
  • Dementia
  • Diabetic
  • Digital Assets
  • Disability Plan
  • Disabled Dependents
  • Divorce
  • DOMA
  • Durable Power of Attorney
  • Elder Abuse
  • Elder Care
  • Elder Fraud
  • Elder Law
  • Elder Law/Medi-cal Planning
  • Elderly
  • Estate Administration
  • Estate Planning
  • Estate Taxes
  • Executor
  • Family Business
  • Family Limited Partnership
  • fiduciary
  • Finances
  • Financial Conservator
  • Financial Planning
  • Funeral Arrangements
  • Funeral Costs
  • Gen Z
  • Geriatricians
  • Gift Tax
  • Gifting
  • Grantor Retained Annuity Trust
  • Grantor Trust
  • Guardianship
  • Harmless Error Provision
  • Health Care
  • Health care proxy
  • HIPAA
  • Home Health Care
  • IAEA
  • Identity theft
  • Illiquid Assets
  • Incapacity
  • Incapacity Planning
  • Income Tax
  • Inflation
  • Inheritance
  • Inheritance Tax
  • Intangible Assets
  • Intellectual Property
  • IRA
  • IRA Account
  • Irrevocable Life Insurance Trust
  • Irrevocable Trust
  • Joint Tenancy
  • Joint Tenants
  • Lawsuits
  • Legacy Planning
  • Legal Documents
  • LGBT
  • Life Insurance
  • Limited Liability Company
  • Living Trusts
  • Living Will
  • Loans
  • Long Term Care
  • Long Term Care Insurance
  • Marital Deduction
  • Married Couples
  • Medi-Cal
  • Medicare
  • Millennials
  • Needs Assessment
  • News and Updates
  • No Contest Clause
  • Non-Married Couples
  • Notarize
  • Nursing Homes
  • Online Accounts
  • Pandemic
  • Parkinsons
  • Personal Property
  • Personal Representative
  • Pet Trust
  • Pet Trusts
  • Philanthropic Giving
  • Planning For Pets
  • Planning For Physicians
  • Power of Attorney
  • Pre-Nup
  • Premarital Agreements
  • Probate
  • Property Ownership
  • Property Taxes
  • Qualified Personal Residence Trust
  • Real Estate
  • Recession
  • Residuary Clause
  • Retirement
  • Retirement Planning
  • Revocable Trusts
  • Roth IRA
  • Same-Sex Marriages
  • SECURE Act
  • Seniors
  • Shareholders
  • Social Media
  • Social Security
  • Special Needs
  • Special Needs Children
  • Spendthrift Trust
  • Succession Planning
  • Survivorship
  • Tax Planning
  • Taxes
  • Testamentary Trust
  • Transferring Shares
  • Trust Fund
  • Trustees
  • Trusts
  • Uncategorized
  • Veteran's Benefits
  • Wealth
  • Wealth Transfers
  • Widows
  • Will Contest
  • Wills
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