When a Will is made, someone will need to be named as the executor. This is the person who will be responsible for ensuring the wishes of the deceased will be properly fulfilled. Depending on the size and complexity of the Will, this can be a lot of work that needs to be handled correctly in order to ensure there aren’t any problems. If you have been nominated in a will to be an executor, make sure you take some time Read More

One of the most important estate planning tools is known as the Power of Attorney. This is a tool where you are able to grant another individual or service with the authority to make decisions on your behalf if you are unable. This is very useful for protecting yourself and your estate from what could happen if you are incapacitated for an extended period of time. It can even be set up so the person who is given this Read More

This is the first blog in a series that will cover different aspects of the proposed California Estate Tax. This blog article gives you a little background by first going over the highlights of the Intent and Purpose of S.B. 378, then we break down some of the legalese into Definitions you can understand, and finally we run a simple Example of Cal Taxpayer to give you an idea of how Estate Tax works, first with the Read More

How often are you checking the price of an item on Amazon before buying? Every time? Almost every time? I do. There is no doubt that this buying behavior is becoming the market norm for consumer goods and even for some services where a consumer requests a quote and providers jump in to compete for the business. Just look at the insurance aggregator websites like www.esurance.com or home mortgage websites Read More

If you have had a loved one pass away in the Fresno or Clovis area, their estate may need to pass through the probate courts before being distributed. For many people, this is a frustrating and confusing experience. Understanding how probate court works and making the right decisions each step of the way can really help make the entire process much easier. One important thing to be aware of is that there are two main Read More

If you’ve had a loved one pass away recently, there are likely many thoughts and emotions going through your head. If you have been left out of their Trust or Will, (in this blog we use the term “Will” but the concepts apply to both a Will and a Trust) it can really make the whole experience far more painful and confusing. When people learn that they aren’t listed in the Will of a loved one, they often think that Read More

When someone passes away, their estate often has to go through probate court before it is distributed to their heirs. This particular branch of the court system is one that most people don’t really know too much about, which can make it quite confusing. To make it worse, those who need to go to probate court are typically going to be mourning the loss of a loved one, which can make everything more challenging. Get Read More

When working on your estate plan, you will have lots of different options available for how you plan the future of your estate. There are two types of estate plans: Will-based plans and Trust-based plans. Will based plans include a Durable Power of Attorney, Advance Health Care Directive and a Will. Trust based plans include a Durable Power of Attorney, Advance Health Care Directive, Will, Trust and Trust funding Read More

Thank you so much for visiting the brand new Lawvex website! Please take the time to watch our videos and read our blogs; they are there to help educate you and answer some of the most common questions asked about Trusts and Estates. And of course, please call us to schedule your consultation. At Lawvex, compassion truly does meet expertise, and you'll feel an immediate sense of relief once we begin talking to you Read More

If you have an aging loved one who is either unable to make important decisions for themselves or will likely become unable to in the near future, a conservatorship may be a good option. Understanding what a conservatorship is and how they are used will help you not only determine if one is appropriate in your situation, but if it is, who should become the conservator. The following is an introduction to Read More