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Are You a Trustee Who May Be Sued or Threatened?
Are You a Trustee Who May Be Sued or Threatened?

Trustees are responsible for overseeing an estate’s accounting and financial matters, all while dealing with family members and other beneficiaries who can criticize each decision that isn’t in their favor. Even if the estate you are administering is a simple family trust , ...

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Recent Posts
  • Are You a Trustee Who May Be Sued or Threatened?

    Trustees are responsible for overseeing an estate’s accounting and financial matters, all while dealing with family members and other beneficiaries who can criticize each decision that isn’t in their ...

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  • Why Do I Need to Plan My Estate?

    Planning your estate requires much more than just figuring out your will. The purpose of an estate plan is to help you understand your financial needs and ensure your heirs are provided for in the ...

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  • New CA Law Allows Easy Way to Keep Homes Out of Probate

    In September 2015, California Governor Jerry Brown signed a bill into law allowing Californians to use revocable transfer on death deeds for real estate. Otherwise known as a "Poor Man's Trust," these ...

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  • Be Careful When Leaving Monetary Gifts to Caregivers

    Elderly people who receive care in their home or in a nursing facility sometimes have a desire to leave a monetary gift to a caregiver. While this is a perfectly reasonable and understandable desire, ...

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  • I'm So Young! Do I Really Need to Start Creating My Estate Plan?

    If you're young, the top priorities on your mind are probably education, advancing your career, traveling the world, or meeting new people. Understandably, you aren't very likely to be worrying about ...

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  • Can You Afford an Estate Planning Lawyer?

    Many individuals are faced with this question. In their review of legal documents, trying to do a will or responding to inquiries (from relatives, beneficiaries or taxing agencies), this question ...

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