TOPIC

trust administration

estate planning

Heggstad Petition - How to Avoid Probate

If you don't transfer your assets to your living trust, but you have a writing expressing your intent to do so, then your successor trustee can file...

trust administration

California Trust Administration

If you have a living trust, your trustee must begin the trust administration when you pass away.

estate planning

California Probate

California probate is complicated, time consuming and very expensive. A typical California probate could take 18 months and cost over $30,000 -...

estate planning

What are The Different Types of Wills?

If you have a small estate a will may be enough. If you have a living trust, you will need a pour-over will.

trust administration

Portability - How to Eliminate Estate Tax

Filing estate tax return and electing portability when first spouse dies could eliminate future estate tax if the gift and estate tax exemption drops.

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