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June 28, 2022
What happens when one beneficiary wants to buyout another beneficiary’s interest in an inherited property? You might think this is a simple and straightforward process – one beneficiary compensates the other(s) for their share of the property and voila – takes the property. But here’s where you have to watch out. If everything isn’t done...
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The responsibility of being named trustee can feel overwhelming for many, especially if they are grieving the loss of a family member at the same time. Many of our clients feel that it’s helpful to have a list of what they can get started on. The first step a successor trustee should take is consulting...
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When a loved one passes away, it can be devastating and often overwhelming. If the person lived in California and had no estate planning documents, family members often feel lost as to how to proceed when it comes to handling the loved one’s assets. There are seemingly endless items that need to be dealt with...
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