Summer’s Here, It’s Time to Open Up (to Your Estate Planning Attorney)
1 year ago
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The Top 10 Passwords and Asset Information to Write Down for Your Trustee
When planning your estate, providing your trustee with essential passwords and information about your assets…
2 years ago
Common Issues that Arise in Administering a Trust That Holds Real Property: Part III
For this four-part series, we are discussing very common scenarios that we see in our…
3 years ago
119: Tools and Tips for Preparing an Accounting with Heather Hamilton
If you’re someone who is serving in the role of trustee, executor, conservator, or guardian,…
3 years ago
Common Issues that Arise in Administering a Trust that Holds Real Property: Part II
For this four-part series, we are discussing very common scenarios that we see in our…
3 years ago
New California Law: Supported Decision-making
Assembly Bill 1663 went into effect on January 1, 2023 amending the California Welfare and…
4 years ago