Legal Question in Wills and Trusts in California

wills

My 85 year-old mother has lived with me for 7 years in California. She signed/executed a will in New York in 1994 naming her older sister (not-competent anymore) and her two daughters (I'm one) as secondary executors. Does California recognize that will or do I need to execute a medical/financial power of attorney (she has advancing alzheimers) in California in order to take care of her medical/financial issues?


Asked on 2/25/08, 2:58 pm

1 Answer from Attorneys

Mitchell Roth MW Roth, Professional Law Corporation

Re: wills

You had better get on the stick. 85 with Alzheimers, she may no longer be competent to make a will or sign a POA doc. My best recommendation?

You may want to get my 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." Get it now. 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. You need to get informed. It contains the information that I developed for lay audiences in hundreds of seminars to thousands of people. It will answer nearly all of our questions about how to protect a family from the financial catastrophe that can often accompany the inevitabilty of death and the likelihood of disability. 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 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. 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.

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Answered on 2/25/08, 3:22 pm


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