126: Understanding Multigenerational Estate Planning with Tess Brigham Part 1
8 months ago
Probate
119: Tools and Tips for Preparing an Accounting with Heather Hamilton
If you’re someone who is serving in the role of trustee, executor, conservator, or guardian,…
11 months ago
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
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
Why You Should Not Put a Child on the Deed to Your Property
A client recently asked about leaving property to his only child and wanted to know…
3 years ago