Posts

Showing posts with the label living trust

Got Married and Took Your Spouse's Name? Update your ID!

Image
This comes up a lot!  Update your ID to your married name!  It's a problem if I can't notarize those loan docs or your living trust because your name on the documents doesn't match your ID. It's a thing!  Take care of it today!

Understanding the Vital Role of a Living Will aka Advanced Healthcare Directive in Healthcare

Image
In the realm of healthcare , one document often overlooked but of immense significance is the living will. While the topic might seem daunting or uncomfortable to address, understanding its importance can profoundly impact not only your own medical care but also the well-being of your loved ones. In this blog post, we delve into the vital role of a living will, shedding light on its purpose, benefits, and why everyone should consider having one. What is a Living Will? A living will, also known as an advance healthcare directive, is a legal document that outlines your preferences for medical treatment in case you become unable to communicate your wishes due to illness or incapacitation. It provides guidance to healthcare professionals and loved ones regarding the type of care you desire or wish to refuse under specific circumstances. Why is a Living Will Important? Empowers Personal Autonomy : A living will allows individuals to assert their autonomy over their medical care, ensuring th...

Where to Look for Lost Money and Property in California

Image
Recently, I attended a presentation on estate planning by a local trust attorney. Not so much for having my living trust drawn up, I already have that in place (and if you don't, you might want to look into having one done,) but to introduce myself to the attorney, learn something new, and to possibly drum up more business for myself. While I am well acquainted with living trusts and wills since notarizing trust docs is part of what I do, I learned that, as of March 2023, there is 11.9 BILLION DOLLARS worth of unclaimed property sitting in the California State Comptroller's office, the bulk of which is property that lands there when people don't have a trust or estate plan! Do you have unclaimed property siting dormant just waiting for you to claim it? Or perhaps a family member has passed away; are you sure all their assets were accounted for? One quick way to determine if you have money coming to you is to check the California State Comptroller's website and perform ...

Happy Spring Equinox!

Image
 

10 Facts About Notaries

Image
The word "notary" comes from the Latin word "notarius," which means "secretary" or "scribe." Notaries have been around for thousands of years. The earliest known notary was a woman named En Hedu'anna who lived in ancient Mesopotamia around 2300 BC. Notaries are public officials who are appointed by the government to witness and certify the signing of important documents. Notaries are responsible for verifying the identity of the signers, making sure they understand the contents of the document, and ensuring that the signing is voluntary. In most states, notaries are required to keep a record of every document they notarize, including the names of the signers, the date of the signing, and the type of document. In some countries, such as France and Ital y, notaries are highly respected and have a lot of power. They can perform many of the same functions as lawyers, including drafting contracts and representing clients in court. I...