162: Untangling Community vs. Separate Property Issues in Estate Planning (Part 2)
2 years ago
Probate Administration
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
Heggstad Petitions – What are they and how are they useful?
History Heggstad petitions are named after the California court case, Estate of Heggstad. Mr. Heggstad created…
4 years ago
Why Do I Have to File a Probate if My Family Member Had a Trust?
In California, owning assets in a revocable trust enables your family to avoid probate, a…
5 years ago
076: Don’t Let an Inheritance Destroy Government Benefits Eligibility
Big Three from Episode #076: If someone with special needs receives an unexpected inheritance that…
5 years ago