HeyJaredLiza Horvath
- Indexed articles, last 90 days
- 5
- Latest publication
- Aug 8, 2026
- Outlet visibility, for montereyherald
- Top 1M sites
- Earliest in this view
- Jul 4, 2026
Latest articles
Liza Horvath, Senior Advocate: Mom is not incapacitated (opens the original)
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Q: My mom has done all the right planning. She has a trust and prepared documents addressing her health care desires and appointed me as her power of attorney for finances. I am now helping her with her finances and will take over the trust soon. The problem is that her power of attorney is “springing.” In other words, I need to get two doctors to declare she is incapable of handling her finances before I can use the power of attorney. Mom is not incapacitated, she just is forgetful and has trou
Liza Horvath, Senior Advocate: Trustee needs hard money (opens the original)
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Q: My cousin asked me long ago if I would take care of distributing her property to her siblings and cousins when she died. I agreed. She died two months ago and left numerous real estate properties and, I thought, a few substantial bank accounts. When I went to the banks to be added to the cash accounts, they informed me that she had named “pay on death” beneficiaries on every one of her cash accounts! None of the cash is available to me for expenses of the real estate. So, as trustee, I have t
Liza Horvath, Senior Advocate: Welcome to California (opens the original)
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Q: My husband and I recently relocated to California from another state. We had literally just updated our estate plans and I am wondering if we need to do that again. Nothing with the family has changed. A: For a married couple, moving from one state to another can have an impact on how property is treated if the marriage ends in death or divorce, so a review of your plans is in order. The U.S. has two different marital property laws: community property and common law. California is a community
Liza Horvath, Senior Advocate: Do I actually own this building? (opens the original)
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Q. My uncle, who was like a father to me, left me a very nice commercial building in southern California. His second wife’s daughter, call her Joan, handled matters when he died. It is a long story as to why Joan handled things, but suffice it to say, she did not do a great job, and it took forever. It has been more than 15 years since my uncle died and we just discovered that Joan never actually did the deed transferring the commercial property to me! All these years I have dealt with tenants,
Liza Horvath, Senior Advocate: Spousal fiduciary duty (opens the original)
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Q. You have written about prenups, and you used the term “financial infidelity.” I thought that was an interesting comment. My husband takes care of our finances and resists my attempts to learn more about them. Statistically, he will die before I do and then I will be left in the dark trying to figure out what is what. Is there a gentle way I can prompt him to share with me? I do not think he is committing financial infidelity but, I really have no idea about our finances! Historically, husband
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