![Planning for the Inevitable: What Happens to US Savings Bonds After You Die](https://absolutetrustcounsel.com/wp-content/uploads/2024/05/young-black-couple-signing-paperwork-during-a-meet-2023-11-27-05-23-07-utc-770x406.jpg)
Death is a topic many of us prefer to avoid, but as responsible adults, planning for the future includes considering what will happen to our assets when we’re no longer around. US Savings Bonds are a common investment choice for many Americans due to their low risk and reliability. However, what happens to these bonds after the bondholder passes away…
![8 Reasons Why a California Statutory Will Falls Short](https://absolutetrustcounsel.com/wp-content/uploads/2024/03/closeup-hand-and-last-will-for-document-in-office-2023-12-01-06-19-13-utc-770x406.jpg)
In the realm of estate planning, a will without a trust stands as an important document, orchestrating the distribution of assets and the fulfillment of wishes after one’s passing. In California, the statutory will serve as a convenient template for many individuals seeking to outline their testamentary intentions. While there are times when a statutory will may be sufficient –…
![Issues Arising From Assets Titled in One Spouse’s Name Alone](https://absolutetrustcounsel.com/wp-content/uploads/2024/02/real-estate-agreement-contract-concept-rental-hou-2023-11-27-05-09-39-utc-770x406.jpg)
Many people believe that everything automatically passes to their spouse upon their death, regardless of how property is titled or any estate planning documents prepared. In some cases, this may be true. However, there are several situations where this may not be the case, and the surviving spouse may either not receive the property or may experience difficulty gaining access…
![Common Issues that Arise in Administering a Trust that Holds Real Property: Part IV: How to Use Estate Planning to Avoid Real Estate Headaches](https://absolutetrustcounsel.com/wp-content/uploads/2024/01/real-estate-agent-home-sales-broker-is-using-a-pen-2023-11-27-05-34-40-utc-770x406.jpg)
Over the past few months, we have discussed three very common scenarios where real estate is involved in a trust administration and where beneficiaries may not agree or have different ideas of what to do with the real estate. Part I of this series tackled the common issue of one sibling wanting to keep the home as an investment property…
![119: Tools and Tips for Preparing an Accounting with Heather Hamilton](https://absolutetrustcounsel.com/wp-content/uploads/2023/12/ATC-ATT-Live-Event-Episode-119-Show-Notes-Banner.png)
If you’re someone who is serving in the role of trustee, executor, conservator, or guardian, acting as a personal representative for someone’s estate in California, did you know that the state has specific guidelines for probate accounting? According to section 16062, the California probate code requires representatives to provide an accounting at least once a year. The purpose is usually…