News & Articles

  • A middle-aged professional, smiling because he feels a newfound sense of security after learning the answer to the question, Can a trust protect assets from a lawsuit?

    Can a Trust Protect Assets from a Lawsuit?

    Certain types of trusts can protect assets from lawsuits, which professionals at a higher risk of lawsuits commonly use. Revocable trusts, also called living

    Read More ...

  • A senior who is smiling and happy after their kids figured out how to stop an elderly parent from giving money away.

    How to Stop an Elderly Parent from Giving Money Away

    So, your parent is squandering their estate on lavish gifts or questionable purchases. Watching a beloved parent make questionable financial decisions can be heart-wrenching.

    Read More ...

  • A happy senior on a jog after their child learned how to talk to siblings about an aging parent’s care.

    How to Talk to Siblings About an Aging Parent’s Care & Finances

    As your parents age, you and your siblings will have to have some tough conversations. Many people want to avoid having these conversations for

    Read More ...

  • A senior and his happy immediate family, the people who will likely be first to inherit during intestate succession in California.

    What is Intestate Succession in California?

    Intestate succession in California refers to the probate process that distributes property and assets when someone dies without a will or when someone passes

    Read More ...

  • A family that is happy because everyone understands the role of an estate administrator vs. executor and they worked with a professional.

    Estate Administrator vs. Executor: What’s the Difference?

    When a loved one passes away, navigating the legal and financial maze of settling their estate can be overwhelming. Whether someone has named you

    Read More ...

  • A senior woman hugging her son after creating her estate plan and answering the question, How to find an executor for my will in California?

    How to Find an Executor for My Will in California

    So, you are creating a will and devising an estate plan that will cement your legacy and ensure your loved ones are taken care

    Read More ...

  • california court accounting

    California Court Accounting: What is Included?

    When someone passes away without setting up a trust or only has a will, it is sometimes difficult to determine how their property will

    Read More ...

  • how long does it take to receive inheritance from a will

    How Long Does It Take to Receive Your Inheritance from a Will in California?

    Losing a loved one is never easy, and the process of settling their estate can be overwhelming, especially when it comes to receiving your

    Read More ...

  • trust accounting uncovers misappropriation of funds

    How a Trust Accounting Can Uncover a Misappropriation of Funds

    When someone becomes a successor trustee, they gain substantial power over a trust and its assets. Unfortunately, for some trustees, the temptation to use

    Read More ...

  • Setting Up a Trust in California to Help Your Senior Parents

    Setting Up a Trust in California to Help Your Senior Parents

    As your parents age and retirement looms, they need help maintaining their independence and ensuring they are taken care of. Even though they may

    Read More ...