2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Estate Planning and Capacity: Common Conditions that Can Mimic Dementia

Estate Planning and Capacity: Common Conditions that Can Mimic Dementia

When completing any estate planning, including a trust, will, power of attorney, or health care directive, the person signing the documents must have what is called “capacity” in order to sign the documents. There are two kinds of capacity in estate planning: testamentary capacity and contractual capacity. Testamentary capacity is a lower form of capacity and is required by a…

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070: Trustee Do’s and Don’ts Part Two

070: Trustee Do’s and Don’ts Part Two

Big Three from Episode #70: If you’re a surviving spouse – talk to your attorney as soon as you can. Don’t forget about official notifications! Did you know that even those who are disinherited have to be notified? If you’re a trustee who has missed something, don’t worry. This is a tough job, and things can be fixed. Time-stamped Show…

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Why You Should Consider Your Digital Assets in Your Estate Plan

When people write down their assets in conjunction with their estate planning, they often overlook their digital assets. Digital assets are considered to be any electronic record that you own or control. This can include Venmo, PayPal, Zelle, or other online accounts. It can also include cryptocurrency, such as Bitcoin, social media pages, online photos, email accounts, credit card rewards,…

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