Revisiting SLATs in 2025: Expanding Opportunities and Evolving Uses

Revisiting SLATs in 2025: Expanding Opportunities and Evolving Uses

If you’re a business owner or professional with significant assets, you need more than a basic estate plan. You need strategies that protect your business operations, shield your wealth from creditors, and... Read more »
Can I Be Disqualified as Executor Before I’m Even Appointed? What the Estate of Bodmann Case Means for You

Can I Be Disqualified as Executor Before I’m Even Appointed? What the Estate of Bodmann Case Means for You

If you’ve been named as an executor in a loved one’s will, you might think your role begins once the court officially appoints you. But a recent California appellate decision proves that... Read more »
A Beginner’s Guide to Smart and Safe Charitable Giving

A Beginner’s Guide to Smart and Safe Charitable Giving

Introduction: Giving with Confidence Giving to charity should be rewarding, not risky. This guide empowers you to donate with confidence, ensuring your generosity supports legitimate, effective organizations and is shielded from common... Read more »
What the Estate of Galli Case Teaches About Intrafamily Loans

What the Estate of Galli Case Teaches About Intrafamily Loans

Understanding Your Legal Responsibilities When Family Loans Become Estate Issues If you’ve been named as an executor or personal representative in a will, you may face unexpected challenges when dealing with intrafamily... Read more »
16 Famous People Who Didn’t Leave a Will: Estate Planning Lessons

16 Famous People Who Didn’t Leave a Will: Estate Planning Lessons

What Happens When Someone Dies Without a Will? 16 High-Profile Cases That Show Why Estate Planning Matters (Updated 2026) If you’re dealing with the loss of a loved one who died without... Read more »
What Executors Need to Know When Death Occurs During Divorce: A Guide to Navigating California’s Complex Probate Rules

What Executors Need to Know When Death Occurs During Divorce: A Guide to Navigating California’s Complex Probate Rules

If you’ve been named as an executor or personal representative for someone who died during a pending divorce, you’re facing one of the most complex scenarios in California probate law. This guide... Read more »
Can You Sue a Trustee?

Can You Sue a Trustee?

If you are a trust beneficiary who believes a trustee has acted against your best interests, you may have the right to sue the trustee. To do so, you must have legal standing (i.e., a financial stake in the... Read more »
Does a Joint Tenancy Override a Will?

Does a Joint Tenancy Override a Will?

No, a will usually doesn’t override a joint tenancy deed, since a will is subject to probate, but a joint tenancy deed is not. When assets are held in joint tenancy, the... Read more »
How Much Does It Cost to Remove an Executor?

How Much Does It Cost to Remove an Executor?

It is impossible to definitively say what the cost of removing an executor of an estate would be, as there are many factors that could play a role in how much such... Read more »