Marissa Sirota Law
Estate Planning, Trust Administration And Probate In Davis, Woodland And The Surrounding Area
Call Us At (530) 379-4488

May 2017 Archives

Naming beneficiaries is a must

Figuring out how to pass on one's estate can seem like an impossible task. There are those who do not know where to start and others who just want to put it off because they believe it can wait. No one knows when their time will be up, though, so waiting could result in one's estate being placed in a state of limbo after his or her death -- such as in the Prince estate case. By not at least having beneficiaries listed anywhere, the administration of his estate is going to take quite some time. This is something that California residents can easily avoid.

When trusts are not funded

Getting an estate plan prepared and fully in place takes quite a bit of effort. If mistakes are made, it can make all the time spent worthless. One fairly common mistake made by people in California and elsewhere is not funding trusts. What good is a trust if assets are never placed in its care?

Will validation a must before estate administration

A vital step in ensuring that an estate is properly distributed to beneficiaries is making sure a will is valid. The will validation process can take time in some cases, while in others it may be completed rather quickly. California residents who need help with this can seek assistance from an experienced attorney.

Errors made when administering a trust can hurt the trustee

Being responsible for a trust is no small thing. A trustee's role when administering a trust is significant and can be met with severe consequences if anything is done inappropriately. Those in California who are left with this responsibility need to know what exactly their role is and what they can do to protect themselves should anything go wrong.

Contact

Marissa Sirota Law
2062 John Jones Road
Suite 130
Davis, CA 95616

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Phone: 530-379-4488
Fax: 530-564-4361