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…
2 years ago
Beneficiaries
Legacy Planning 101: Legal Legacy Planning Q&A
2 years ago
All About Taxes with an Estate Planning Flair: Part I
In a famous quote by Benjamin Franklin, “nothing can be said to be certain, except…
2 years ago
090: Choosing a Trustee – How to Get It Right
2 years ago
New Duties for Successor Trustees When Settlor is Incapacitated
Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…
2 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…
3 years ago