The Blog
Follow Along
The 10 Most Common Estate Planning Mistakes (and How to Avoid Them)
Eric N. Holk, Attorney at Law 26346 Carmel Rancho Lane, Suite 200, Carmel, CA 93923 • (831) 622-8808 MISTAKE #1: WILL DRAFTING ERRORS (OR NOT HAVING A WILL!) The dangers of holographic wills -- Incomplete or incorrect disposition of assets -- Problems if spouse and/or...
Common Estate Planning Terms
The list below is a list of commonly used terms in estate planning for the State of California. Administrator - The person designated by the court to manage and distribute a probate estate when there isn't a will. If there is a will, the person so designated is called...
Common Q&A Regarding Estate Planning and Trusts
Q. I am a beneficiary of a trust and don’t understand my rights. The Trustee never returns my calls and I don’t know what is going on with the Trust. A. One of the most important duties of a trustee is to keep the beneficiaries of the trust informed of the trust and...
"I have never met with anyone with more determination and discipline for doing what is right by the client.”
- David Bell