121: What Happens When a Trustee, Executor, or Beneficiary Dies?
3 years ago
Estate Organizing
Common Issues that Arise in Administering a Trust that Holds Real Property: Part IV: How to Use Estate Planning to Avoid Real Estate Headaches
Over the past few months, we have discussed three very common scenarios where real estate…
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
Helping Clients Replace Themselves with Special Needs Planning
For parents of special needs children, the estate plan is much more than a vehicle…
3 years ago
Potential Estate Plan Issues Arising from Bonus Children
Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…
4 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