Palmer Rodak & Associates
Palmer Rodak & Associates
Certified Family Law Specialists State Bar of California Board of Legal SpecializationServing your Community for 19 Years
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Estate Planning and Probate Archives

Health care proxies and divorce

When a couple in California separates or gets divorced, they may often have to sort through many decisions that they had made while they believed they would remain married for the rest of their joint lives until at least one person died. Some of these decisions might include who each spouse might list as an emergency contact for an employer or who they would name as the executor of their estate.

Lack of will raises many questions

It is not always easy for people in California to take the first step toward making a trust or a will. Some believe this is due to the natural human trepidation that comes with facing one's own mortality. However, one does not avoid dying simply by refusing to create an estate plan. In addition, the lack of such a plan may open up a plethora of questions and potential issues after a person's death.

Making a good executor selection

If you are creating your will in California, you will know that there can be a seemingly endless list of decisions that you need to make. One of these decisions is who you will name to be the executor of your estate. Many people rush into this too blindly and end up leaving their heirs facing challenges because of the poor selection.

Understanding debts and death

When most people in California think about making a will, they think about leaving something to their heirs. However, it should be remembered that asset distribution is not the only activity that takes place regarding a person's estate when they die. Any debts that the deceased person had ideally are to be paid as well. This is an important part of the probate process and it can reduce the amount of money left for heirs.

How can I guide my inheritance?

One reason Californians work hard is the desire to give their children a better life. For those with children who haven’t learned to manage their own money well, it may be a concern that their hard-earned money will not last long after they die. One solution is to establish a revocable living trust.

Beware of charitable donation scams

As planned giving grows in popularity, it becomes more and more important for people to be able to distinguish between legitimate charitable organizations and scams that masquerade as charities only to get fraudulent hands on well-meaning people's money. While charity scams might be enabled by modern society and the internet, these same things provide people with the ability to do their own research and ideally avoid falling prey to a scam.

Planned giving in estate planning

If you are like many people in California, when you hear references to a will, a trust or other estate planning terms your mind might automatically think about people leaving money or other belongings to their children and grandchildren. While certainly this is a relatively common thing for people to do, it is by far not the only means of estate planning. For starters, there are many people who do not have children or grandchildren and they may not even be married. This is just one scenario that begins to open up new ideas for how to structure an estate after you die.

Plan ahead for your single financial life

If you and your spouse in California have developed a trust or a will, you likely feel comfortable that you have taken care of your estate planning needs. While certainly developing these documents and outlining your wishes in them is a big step, it is not the only thing you should do in order to truly prepare you to take over your financial life after your spouse dies. Given that in most marriages, one person outlives the other, being prepared is critical especially if the person who dies first is the one that manages the money.

Issues with long-term care insurance costs

If you are one of the many residents in California who has faced the need to provide care and a safe place to live for an aging relative, you know that there are many issues associated with this. Certainly there are concens when it comes to finding an appropriate level of care with staff you trust so you know your loved one is being well cared for and not neglected or abused. Then there are the financial worries that may be present as this type of care can be very expensive.

Protecting a loved one from financial abuse

When it is time to begin drafting one's will in California, one of the most common concerns revolves around the protection of loved ones. While the amount of assistance one might need with estate planning can vary depending on his or her health, making big decisions can seem daunting. If a family member is not mentally capable of making independent decisions, the steps of estate planning can become all the more sensitive.  

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Palmer Rodak & Associates
Certified Family Law Specialists State Bar of California Board of Legal Specialization

Del Mar Office
445 Marine View Ave Ste 300
Del Mar, CA 92014

Phone: 858-356-4568
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301 Mission Avenue Suite 205
Oceanside, CA 92054

Phone: 760-712-3889
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