What Is a Trustee Responsible for in a Trust? It’s vital to understand what a trustee should do before determining if a trustee may be mismanaging a trust. As a person or organization managing a trust, their role is to act only in the beneficiaries best interests. They should focus on maintaining the trust legally […]

How Do Estate Planning Laws in California Affect Property Owned in Other States? Estate planning and administration can be complicated, even for seemingly simple estates. The complexity level can be much higher when estates involve properties in other states. That’s because much of estate planning law is handled by the individual states rather than at

California Probate Attorney Giving You the Representation You Need for Updated Estate Planning Estate planning is one of the most important things you can do to help guarantee your loved ones’ security. Whether you’re just starting a family or approaching your golden years, estate plans make sure people are taken care of after you’re gone.

How to Navigate Trust Administration in California As a resident of California, you may have been tasked with the responsibility of administering a trust. Trust administration can be a complex and multifaceted process, requiring a deep understanding of the legal requirements, fiduciary duties, and best practices. This comprehensive guide will walk you through the key

The Basics of Estate Planning in California As a California parent, safeguarding your kids’ future is vital. Estate planning plays a key role in protecting your family and fulfilling your wishes, even if you pass away unexpectedly. By preparing for tomorrow, you can give your children the financial security and comfort they need. Planning ahead

Understanding the Impact of Community Property on California Estate Planning and Asset Division In estate planning and asset division, California’s community property laws must be considered. These laws describe how property is owned and divided during marriage and in the event of divorce or death. Understanding these laws is crucial for effective estate planning. What

5 Benefits of Living Trusts in California When it comes to estate planning, you have many options. Most people know they probably need a will, but you might also consider trusts and other legal tools that help you leave a legacy while protecting your assets. One option to consider is a living trust. What Is

Are You Inheriting or Transferring a Home in California? In 2020, voters in California approved Proposition 19, an amendment to the California constitution. Proposition 19 may increase the property taxes on any real estate you inherit from your parents or grandparents. An Alameda estate planning attorney can explain to you how Proposition 19 affects your

What is a Trust? According to the State of California, a trust is an agreement to hold and administer property for someone else. That property can include money, cars, houses, and more. Each trust has the following basic elements: The creator of the trust, also known as the trustor or grantor The manager of the