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What to Do When a Sibling Contests a Trust
A successor trustee’s job can become much harder when a sibling decides…
Can Lottery Winnings Be Inherited?
Winning the lottery is a dream come true for most Californians. But…
Are Trust Distributions Taxable?
When a trust settlor passes away, the successor trustee will ultimately distribute…
Options for Inheriting a House with Siblings
When multiple siblings inherit a house, such as a family home or…
What Is a Will vs. Trust?
A will handles post-death wishes through probate, while a trust manages assets…
What Happens If a Beneficiary Refuses to Sign a Release?
At the end of a trust administration, the trustee typically sends an…
Can an Executor Decide Who Gets What?
When a person creates a will, the person they select to carry…
Webinar: Tax Planning Ahead of the 2025 Sunset
Date: Tuesday, October 17, 2023, 6:30 PM-7:30 PM We are excited to invite…
Can a Beneficiary Live in a Trust Property?
When a person creates a revocable living trust, their home is often…