Legal Question in Wills and Trusts in California

Re: will for elderly mother (90)

A simple will stating her intentions and gifting of her personal property. In order to best address the issues presented in your inquiry, our office would be happy to provide you with a free 30 minute telephone consultation. Please feel free to contact our office, toll free, at 1.877.MOHEBAN. Ask for Vandy Moheban, Esq. www.lmapc.com

Re: will for elderly mother (90)

The determination as to the type of will and which provisions to include in a will depends on various factors, which include, among others, the types of assets of the estate, value of the estate, existence of a surviving spouse, the intended beneficiaries of the estate, and whether any tax savings strategies are involved. It is recommended that your mother seek legal counsel to fully review the various facts in order to properly advise and draft the estate plan. In addition, an attorney can assist in the determination as to whether any other estate planning documents would be advisible, such as a trust, advance health care directive, power of attorney, etc. -- Linda