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Will or Trust?

Will or Trust?  People generally believe that a Will is less expensive and less time consuming than a Trust.  This is generally true.  A Will is also less effective and in most cases, ineffective.  In the long run, this makes a Will much more expensive and much more...

Why You Need An Advance Health Care Directive

On behalf of Richard A. Lewis posted in Estate Planning on Monday, September 12, 2016. When many people think of estate planning, they think of the financial planning that is involved to assure that a person’s property and assets are correctly distributed after...

Fiduciary Duty: What This Means For Trusts

On behalf of Richard A. Lewis posted in Estate Planning on Tuesday, August 23, 2016. As someone who is thinking about setting up a trust in his or her estate plan, or may have already set up a trust, you may be wondering what a “fiduciary duty” means in...

Can You Revoke A Will In California?

On behalf of Richard A. Lewis posted in Estate Planning on Wednesday, July 27, 2016. Even after a valid will has been established, things can change in life that may make a testator want to amend or even revoke the will. Relationships, divorce, family dynamics and...