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

The importance of health care advance directives

If you are one of the many people in California who has taken the time to create a will or a trust, you likely had to make many decisions through the process. However, in addition to identifying what will happen to your assets and your debts after you die, did you take into consideration making plans for your care while you are still living if you are not able to make your own choices? This is an important part of estate planning that you should not overlook.

Who should you choose as your personal representative?

One of the most important steps when working through the estate planning process in Oceanside is choosing who will be your personal representative. This person will be empowered to administer your estate according to your own wishes, so you will want to ensure that he or she is competent and capable enough to do so. At the same, you may also want to give thought to how the appointment of your personal representative may be viewed by your beneficiaries, and if your decision could lead to unnecessary contention. Knowing this, who then should you choose? 

Selecting a child guardian

Once a person in California becomes a parent, it is amazing how quickly life becomes about the child rather than the parent. The responsibility that parents bear to care for their children covers many things and actually extends beyond their life on earth when their children are young. The need to identify a guardian for minor children is important for all parents. This is the only way for a parent to know that their child will actually be raised by the person they want should something happen to the parents prematurely.

Why and when should you update your will?

After you write your will, it can be easy to believe that the job is done and you will no longer have to worry about it. However, life is uncertain, and circumstances change all the time. You and other Californians should understand that there are numerous reasons you might want to update your will. It is a good idea to periodically review your estate planning documents to make sure that nothing is outdated, there are no mistakes and that you have taken care of everything that should be covered.

Planning on leaving an unequal inheritance? Read this first

Deciding how much of your fortune to leave to your children can be a daunting task for you and other Californians. In an ideal world, it would be easy to just leave each of your children an equal amount and get on with enjoying your life. However, as we at Palmer Rodak & Associates understand, life is anything but easy – or fair. You might have many valid reasons for leaving your loved ones an unequal inheritance, but they probably would not react positively to the news.

Unique types of trusts

If you are like many people in California, you may think that a trust is basically just a will that may differ only in how estate taxes are handled. While there may be some truth to this at a rudimentary level, the reality is that a trust may offer you a wealth of flexibility that would quite simply be impossible with a trust. This may happen largely due to the fact that there are so many different types of trusts from which you can choose. 

Understanding elder financial abuse

California residents who have loved ones approaching their later years have good reason to be concerned not only about their physical care and well-being but also about their financial protection. Elder abuse can come in many forms beyond physical abuse, sexual assault or neglect and lack of proper health care. Financial abuse is a serious problem for elderly people and their family members and understanding it is important.

Prenups as estate planning tools

For many residents in California, when they think about estate planning tools they think about things like wills, revocable living trusts, irrevocable trusts, credit shelter trusts and more. Certainly these things can be vital ways of helping people control the future of their estates and provide for their family members after they die. However, there is another tool that might also be an asset when it comes to estate planning - the prenuptial agreement.

The importance of updating your estate plan

California residents who have taken the leap and created a will or a trust should feel very good about this. It can be a relief to know that such plans are in place. However, it is equally important to know that this should not be considered a one-time endeavor. 

Detailing the responsibilities of a personal representative

Being asked to serve as the personal representative of the estate for a family member or friend in Oceanside is an awesome responsibility. Like many of those that we here at Palmer Rodak and Associates have assisted over the years, you may not feel up to the task. Your loved one is placing a great deal of trust in you by asking you to assume the role, and he or she obviously feels confident in your ability to complete it. Yet before you make a decision one way or the other, you should understand the responsibilities that come with it. 

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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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Oceanside Office
301 Mission Avenue Suite 205
Oceanside, CA 92054

Phone: 760-712-3889
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