Estate Management

• Estate Planning
• Podcasts
• Professional Fiduciary
• Succession Planning
• Trustee

150: Third-Party Trustees: A Smart Choice for Your Estate Plan?

• Estate Planning
• Executor
• Family Transition
• Podcasts
• Trust Administration
• Trustee
• Trusts

149: Choosing a Child as Your Successor Trustee: Key Factors to Consider

• A-B Trusts
• Beneficiaries
• Distribution of Assets
• Estate Planning
• Estate Taxes
• Executor
• Podcasts
• Surviving Spouse
• Trust Administration
• Trustee
• Trusts

146: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 3

• Beneficiaries
• Estate Administration
• Estate Planning
• Executor
• Medi-Cal
• Podcasts
• Real Estate
• Trust Administration
• Trustee

145: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 2

• Estate Administration
• Estate Planning
• Executor
• Podcasts
• Trust Administration
• Trustee

144: Navigating Trustee and Executor Responsibilities: Best Practices and Pitfalls

• Beneficiaries
• Beneficiary Designation
• Estate Planning
• Incapacity
• Incapacity Planning
• Podcasts
• Probate
• Retirement Asset Planning
• Trusts

143: Can You Avoid Probate without a Trust?

• Conservatorship
• Estate Planning
• Family Care
• Guardianship
• Podcasts

136: Guardianship Explained: Essential Insights for Effective Estate Planning