Legal Question in Wills and Trusts in California

fiance dies form cancer

My 46 yr old fiance is terminal, we have lived together for 9 yrs, she has not worked. How do we guard against her sisters and family from demanding entry and retrieval of all they feel would now be theirs to pick thru? No will


Asked on 5/06/08, 8:26 pm

3 Answers from Attorneys

Joel Selik www.SelikLaw.com

Re: fiance dies form cancer

Do durble powers of attorney (both health care and assets) and do a Will and or Trust.

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Answered on 5/06/08, 8:30 pm
Frankie Woo Fiducia Legal

Re: fiance dies form cancer

Your fiance needs to have the following documents immediately:

1) will or trust

2) durable power of attorney

3) advance health care directive

4) hipaa medical release

Don't delay!

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Answered on 5/07/08, 12:49 am
Mitchell Roth MW Roth, Professional Law Corporation

Re: fiance dies form cancer

If she only has personal affects and long established joint cash or investment accounts with you, have her write something stating her desires, and sign her name at the end, all in her own handwriting. It is a valid holographic will. Or get married. If she has no children you will inherit all as the spouse, assuming her parents are not alive. Or I recommend you get a free download of my Special Report, "The 7 Most Common Mistakes Made by the Middle Class in Planning For the Inevitability of Death and the Likelihood of Disability, and How to Avoid Them." You can get it at my site, www.IWant2CreateMyLegacy.com. You should probably also get my book, Create Your Legacy & Save the American Middle Class. It contains the information that I developed for lay audiences in hundreds of seminars to thousands of people. It will answer nearly all of your questions about how to protect a family from the financial catastrophe that can often accompany the inevitabilty of death and the likelihood of disability. And answer a lot of important questions you never thought to ask. Both are terribly important. A lot of people don't realize that conservatorship is the fastest growing lawsuit in America and the average conservatorship lasts 3 years today. That is because medicine has gotten better and better at keeping us "alive" ofen under the worst circumstances.

The book is short and easy rading and contains a copy of the "LEGACY LIVING TRUST PACKAGE". It is, as far as I know, the only complete living trust planning package written in what I call "people ease" rather than legalese. Anyone reading at a 10th grade level should be able complete the package themselves with the information in the book. It is designed to be valid in all 50 states and even contains forms for making amendments when the desire to do so appears.

The book is $29.95, the best investment you'll ever make. About the cost of a six minute consultation with me personally. One can download the trust package for $79.95. For more info or to buy the book, go to www.IWant2CreateMyLegacy.com.

You may want to log in on my blog on that website or on www.MWRoth.com, and create an RSS Feed on your E-mail system since I will be beginning shortly a 3 month regular post on the topic of asset protection for the middle class.

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Answered on 5/07/08, 9:20 am


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