![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…
![Rossmoor Presentation: Documents Everyone 55 & Up Should Have Completed](https://absolutetrustcounsel.com/wp-content/uploads/2023/05/ATC-Rossmoor-Presentation-Blog-Banner-1.png)
![Potential Estate Plan Issues Arising from Bonus Children](https://absolutetrustcounsel.com/wp-content/uploads/2023/05/Blog-Image--640x406.png)
Imagine this scenario: your cousin, David, dies without an estate plan here in California. He had no children or further descendants. He has no living siblings, parents, grandparents, or aunts or uncles, but he does have you, his first cousin on his dad’s side. His only first cousin that you are aware of. You petition the court to open a…
![Whom Should We Name as Trustee of Our Child’s Special Needs Trust?](https://absolutetrustcounsel.com/wp-content/uploads/2023/04/happy-down-syndrome-boy-with-father-indoors-at-hom-2022-01-18-23-33-14-utc-770x406.jpg)
![107: What Are Commonly Overlooked Money Issues When Splitting Assets in a Divorce?](https://absolutetrustcounsel.com/wp-content/uploads/2023/03/ATC-ATT-Ep-107-Divorce-Settlement-Show-Notes-Header-Graphic.png)
![Heggstad Petitions – What are they and how are they useful?](https://absolutetrustcounsel.com/wp-content/uploads/2023/02/time-2022-11-15-02-59-35-utc-scaled-e1676409570747-770x406.jpg)
History Heggstad petitions are named after the California court case, Estate of Heggstad. Mr. Heggstad created a living trust and identified the assets he wanted in the trust by filling out a schedule of assets attached to his trust. Unfortunately, Mr. Heggstad died before he could retitle those assets into the name of his trust. Wanting to avoid a full probate…
![104: Two Years After its Passing, Has Proposition 19 Delivered on its Promises to California Homeowners?](https://absolutetrustcounsel.com/wp-content/uploads/2023/01/ATT-Ep.-104-Show-Notes-Graphic-2.png)
![New Year’s Resolutions for Seniors Wishing to Age in Place](https://absolutetrustcounsel.com/wp-content/uploads/2023/01/multiracial-senior-women-having-fun-together-after-2021-09-03-13-36-50-utc-1-770x406.jpeg)
Welcome to 2023! It’s the start of a new year, a new month, and it’s time for new resolutions. Now, while anyone can set goals or make good old-fashioned New Year’s resolutions, seniors tend to struggle the most. Goal setting can seem irrelevant later in life, but research begs to differ. Instead, goal setting can be a factor in slowing…