5 Activities That Call for an Update to a Trust’s Inventory
When a trust administration begins, an inventory of the trust’s assets must be prepared. This list must be updated following certain triggering events.
Articles about Inventory and Appraisal
How to Handle Retirement Assets When Administering an Estate
Administering an estate may involve the handling of retirement assets. It is important to know what information you need to distribute the asset.
Calculating Required Minimum Distributions
Administering a trust that is the beneficiary of an IRA is not easy. Make sure you understand your role and get help if you need it.
Finding a CPA to Help With a Probate Administration
Personal representatives have many tax-related obligations during probate administration. Finding a CPA to help with these tasks may be beneficial.
Learn the Mechanics of Completing an Inventory and Appraisal
Personal representatives must complete an Inventory and Appraisal form as part of the probate process. The mechanics of the process require attention to detail.
What should I do if there is not enough cash in the San Diego probate estate to pay all of its debts?
If you are the executor or administrator of a California probate estate, part of your responsibilities include paying the valid debts of the estate.
How do I go about valuing assets such as the furniture and other household items owned by a California estate?
Valuing assets is a responsibility of an executor or administrator as part of the estate administration process.
Our deceased mother owned a country house. How can we find out how much the title is worth?
When it comes to California real estate, the first thing to do is to carefully review all deeds and find out how title is held. If you have doubts, you may contact a title company and ask for a title search.