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Dealing with an executor requires extensive knowledge and experience of the laws and regulations of probate to assert and preserve …
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The springing power of attorney sounds like the greatest thing since sliced bread, except for one problem; how do you …
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Unlike typewritten wills, California state law doesn’t require a holographic will to be dated to be considered valid. The administrator …
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Tax Treatment:Property transferred into an irrevocable living trust does not contribute to the value of your estate for estate tax …
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Remember, there is a difference between filing a will and opening probate. In exchange for these services, Executors, Administrators, and …
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In other words, the trustee must avoid activity that involves self-dealing, personal conflicts with the interests of the trust, and …
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In California, if you have an asset or assets that total more than $166,250, you will go through complete formal …
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However, these assets are subject to probate. This doesn’t mean you can stick the deceased’s Will in a drawer and …
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Perhaps the most common mistake is to fail to transfer the legal title of assets to the trust, known as …
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Instead, we work almost exclusively with companies that pay out based on a dollar limit, not a time limit, allowing …