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Some pages on this website may reference laws or legal interpretations that are no longer current. Laws change, courts interpret them differently, and every case is unique. The information provided here is for general educational purposes only and is not a substitute for legal advice about your specific situation.
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Guardians and Guardianships

Posted by John B. Palley on Friday, March 16th, 2012 in Estate Planning, Guardians
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There is both a guardian of the person and guardian of the estate. The former is actual care and control of your minor children and the other is financial control. Often people choose the same person for the jobs. However, in some cases people separate it out; for example after divorce! The key is naming […]

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California Living Trust Package

Posted by John B. Palley on Tuesday, October 11th, 2011 in Estate Planning, General Transfer Document, Guardians, Health Care, Power of Attorney, Trusts, wills
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What documents should your California living trust package have?  A lot of clients think a trust is the only document. However, it’s not. Far from it!  There are a number of documents that a properly prepared California revocable “living” trust package should have. Here is a brief summary of each: California Revocable Living Trust – […]

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