
Wisdom From the Porch With Stephanie Barclay
Partner Stephanie Barclay, on our Wills, Trusts & Estate Planning team, was a guest on Wisdom From the Porch, a live, weekly YouTube broadcast focusing on issues facing senior adults and elder care.

Partner Stephanie Barclay, on our Wills, Trusts & Estate Planning team, was a guest on Wisdom From the Porch, a live, weekly YouTube broadcast focusing on issues facing senior adults and elder care.

Thank you to everyone who joined wills, trusts and estates attorney Victor Herrera of Carmel & Naccasha, for a panel discussion presented by the Sea Coast Seniors titled Proper Planning Prevents Disaster.

Please join Carmel & Naccasha wills, trusts and estates attorney Victor Herrera, as he participates in a panel discussion titled Proper Planning Prevents Disaster, presented by the Sea Coast Seniors Empowerment Series.

“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.

What is an Advanced Health Care Directive? An Advanced Health Care Directive form allows an individual (the principal) to nominate an individual to act on their behalf (the agent, generally the attorney-in-fact) with regard to making medical decisions. In essence,

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

A general conservatorship of the person or of the estate is often established where an elderly person has mental or physical capacity issue, which are severely compromised due to aging or other causes. Please read more about General Conservatorships and reach out to Victor Herrera with questions about how we can help your family.

What is an LPS conservatorship? A Lanterman-Petris-Short Act conservatorship, commonly known as an LPS conservatorship, is a type of conservatorship for individuals sadly suffering from psychotropic problems. These problems can include bi-polar disorder, psycho-effective disorder, psychosis, or other neurological diseases.

Protecting family assets As previously discussed, placing your real property assets into an LLC may be an effective means of asset protection. Now that your real property is titled in an LLC and is protected, a question to consider is:

You NEED to put your real estate investments in an LLC Investing in real property is one of the more complex and lucrative financial decisions an individual can make. Still, it can come with significant personal risk if the investment

Partner Stephanie Barclay, on our Wills, Trusts & Estate Planning team, was a guest on Wisdom From the Porch, a live, weekly YouTube broadcast focusing on issues facing senior adults and elder care.

Thank you to everyone who joined wills, trusts and estates attorney Victor Herrera of Carmel & Naccasha, for a panel discussion presented by the Sea Coast Seniors titled Proper Planning Prevents Disaster.

Please join Carmel & Naccasha wills, trusts and estates attorney Victor Herrera, as he participates in a panel discussion titled Proper Planning Prevents Disaster, presented by the Sea Coast Seniors Empowerment Series.

“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.

What is an Advanced Health Care Directive? An Advanced Health Care Directive form allows an individual (the principal) to nominate an individual to act on their behalf (the agent, generally the attorney-in-fact) with regard to making medical decisions. In essence,

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

A general conservatorship of the person or of the estate is often established where an elderly person has mental or physical capacity issue, which are severely compromised due to aging or other causes. Please read more about General Conservatorships and reach out to Victor Herrera with questions about how we can help your family.

What is an LPS conservatorship? A Lanterman-Petris-Short Act conservatorship, commonly known as an LPS conservatorship, is a type of conservatorship for individuals sadly suffering from psychotropic problems. These problems can include bi-polar disorder, psycho-effective disorder, psychosis, or other neurological diseases.

Protecting family assets As previously discussed, placing your real property assets into an LLC may be an effective means of asset protection. Now that your real property is titled in an LLC and is protected, a question to consider is:

You NEED to put your real estate investments in an LLC Investing in real property is one of the more complex and lucrative financial decisions an individual can make. Still, it can come with significant personal risk if the investment