What Is California Probate Code §16061.7?
When someone dies with a living trust, the successor trustee may assume the next step is to collect the assets, pay ...
The First 30 Days as a California Successor Trustee
When a family member dies, the person named as successor trustee has two immediate reactions.
What is a Successor Trustee in California? Duties, Authority, and First Steps
A successor trustee is the person (sometimes an institution) named in the trust to take over management and ...
Selling an Inherited California Home: How Capital Gains Tax Really Works
Most California families owe far less capital gains tax than they expect.
Should Your Inheritance Go in Its Own Trust? El Dorado Hills Guide
If you are married and you inherit money or property in California, that inheritance is your separate property ...
What Happens to Your Roseville Business When You Die?
If you own a business in Roseville and you die or become incapacitated, your ownership interest is an asset ...
Is Virtual Estate Planning Legal in California?
Virtual estate planning is legal in California, and it is a good option for a lot of busy families, because it is ...
The California SECURE Act 10-Year Rule and Your Heirs
If you leave a traditional IRA or 401(k) to your adult children, the SECURE Act 10-year rule generally forces ...
Happy 250th Birthday, America: A Family Story
On our nation's 250th birthday, I'd like to share a story.