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Category: Estate Planning

Are wills needed in Community Property States? Blog Banner

Are Wills Needed in a Community Property State? 

A will is an important legal document that outlines how a person’s assets and property, held in their name, should be distributed after their death. In the context of a community property state, the need for a will may vary depending on the specific laws and regulations of that state. 

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Victor Blog Banner

Conservatorship or Power of Attorney? The Answer is… It Depends?

Carmel & Naccasha Wills, Trusts & Estate Planning Attorney Victor Herrera explores the different types of conservatorships and explains the difference between a Conservatorship and other available legal vehicles. Herrera emphasizes the significance of proactive planning to establish an estate plan and guarantee that one’s financial, legal, and personal affairs are managed by a trusted individual.

Read More »

Probate Process Basics

“Probate” generally refers to the act of proving the validity of a will, and the process of court supervision overseeing the transfer of legal title of property from the estate of a deceased person (the “decedent”) to their beneficiaries or heirs, according to the directions expressed in their will or state intestacy laws.

Read More »

Obtaining a Conservatorship

What is a Conservatorship? A conservatorship is a court process in which a judge determines if an individual (the conservatee) lacks the ability to care for their physical needs (conservatorship of the person) or their financial needs (conservatorship of the

Read More »
Are wills needed in Community Property States? Blog Banner

Are Wills Needed in a Community Property State? 

A will is an important legal document that outlines how a person’s assets and property, held in their name, should be distributed after their death. In the context of a community property state, the need for a will may vary depending on the specific laws and regulations of that state. 

Read More »
Victor Blog Banner

Conservatorship or Power of Attorney? The Answer is… It Depends?

Carmel & Naccasha Wills, Trusts & Estate Planning Attorney Victor Herrera explores the different types of conservatorships and explains the difference between a Conservatorship and other available legal vehicles. Herrera emphasizes the significance of proactive planning to establish an estate plan and guarantee that one’s financial, legal, and personal affairs are managed by a trusted individual.

Read More »

Probate Process Basics

“Probate” generally refers to the act of proving the validity of a will, and the process of court supervision overseeing the transfer of legal title of property from the estate of a deceased person (the “decedent”) to their beneficiaries or heirs, according to the directions expressed in their will or state intestacy laws.

Read More »

Obtaining a Conservatorship

What is a Conservatorship? A conservatorship is a court process in which a judge determines if an individual (the conservatee) lacks the ability to care for their physical needs (conservatorship of the person) or their financial needs (conservatorship of the

Read More »
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