Do we have to pay “death taxes” in California?
What most people in California mean by “death taxes” are the federal estate taxes and state inheritance taxes. Click here to learn more and whether or not we have to pay death taxes in California.
What is Ancillary Probate?
Managing probate and someone’s property can be challenging and even more challenging when that property is out of state. Not having access to your out-of-state…
Should I Serve as the Executor?
Should I Serve as the Executor? Has your loved one died in California with a will? Are considering serving as the executor of the…
Should I Serve as Administrator of the Estate?
Should I Serve as Administrator of the Estate? Has your loved one died in California without a will and you are considering being in charge…
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.