Live Webinar: Getting Started with Estate Planning

Presented by Attorney Pablo TagreHarvard Law School, JD Estate Planning with Revocable Living Trusts helps lay the proper groundwork for your future, while protecting your family from potential hardship. Click below to attend one of our informational webinars to...

Special Needs Trustees – Parent and Legal Guardians

Most states do not prohibit a parent or legal guardian from serving as special needs trustees of a special needs trust for their child. However, some states require that such a trustee be bonded, meaning that the trustee must have an insurance policy that refunds...

Estate Executors and Trustees: Tips & Rules to Avoid Common Problems

If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the responsibilities estate executors and trustees have. Many parents name a child as their executor or trustee, but seldom do children then do the necessary...

What is Probate? And Should I Avoid It?

What is the Probate Process? Generally speaking, the probate process is used by state probate courts to transfer property to your heirs. It is really just a judge giving legal permission for assets to be passed on, whether or not you have a will. In California,...