A no-contest clause can prevent beneficiaries from challenging the provisions of a will or trust. Learn more about a no-contest clause in California
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If your loved one died with no will available, their assets pass according to intestate law in California. View examples of assets not subject to intestacy.
When administering a trust or estate, a CPA can carry out many important tasks. Many of these tasks involve the preparation and filing of tax returns.
If a beneficiary passes away before receiving an inheritance, there are many possibilities for what should happen next. Ask these five questions for guidance.
Your loved one may have appointed you successor trustee of his or her trust. When the time comes to serve, consider carefully before accepting.
We don’t know if there is a will or a trust? How do we find out? Attorney Scott Grossman answers these questions in this very helpful video.
What is the Prudent Investor Rule, and how might it make a California trustee especially vulnerable to liability? Read more by The Grossman Law Firm.
When it comes to a California probate, filing an accounting of the estate is important to declare any assets or liabilities regarding the trust.
Blended families can make estate administration even more confusing than it already is. View here for more about the process.
Testamentary trusts are not created until your loved one dies. It is important to understand how these trusts differ from other trusts if you are a trustee.