Trusts

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3 Key Differences Between a Durable Power of Attorney Agent and a Trustee

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177: Inside the Heated Padres Inheritance Feud: What It Teaches Us About Sound Estate Planning

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5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!)

You have heard the common estate planner saying, “make sure your beneficiary designation forms are…

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Five Milestones for Young Adults That Reveal a Need for an Estate Plan

As young adults embark on the journey toward independence, many significant milestones exist to celebrate.…

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167: Understanding Probate: A Closer Look at the Personal Representative’s Duties

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• Undue Influence

164: Shielding Your Legacy: How to Avoid Estate Litigation Pitfalls

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• Undue Influence

163: Courthouse Confessions: Inside Trust and Estate Litigation

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What You Need to Know About AB 2016: 3 Changes to Probate Law Coming in 2025

One of the noteworthy pieces of legislation passed in 2024 was Assembly Bill 2016 (AB…

• Asset Protection
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161: What’s Yours, Mine, and Ours? Untangling Community vs. Separate Property in Estate Planning

• Celebrity Estates
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160: Celebrity Probate Case Files: O.J. Simpson