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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
Editor’s note (October 2026): This 2023 webinar announcement anticipated a reduction in…
Can a Beneficiary Live in a Trust Property?
When a person creates a revocable living trust, their home is often…
Can a Trustee Be a Beneficiary?
When a person creates a trust, they must decide who will serve…