Keystone earned this recognition for its innovative approach to streamlining complex probate litigation through standardized, technology-driven workflows. By implementing structured templates and integrating Asana Goals into its broader Objectives and Key Results... Read more »
In court, timing rules can matter as much as (or more than) the underlying dispute. In Goebner v. Superior Court (2025) 110 Cal.App.5th 1105, the California Court of Appeal answered a practical question... Read more »
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When a named executor fails to probate a will in a timely manner, it can create serious legal and financial complications. First, by neglecting to initiate probate, the executor may be deemed to have... Read more »
Creating separate inherited IRA accounts gives each sibling control and flexibility over their own distribution strategy, allowing them to manage withdrawals in a way that aligns with their financial needs. It also... Read more »
While an executor may refuse to sell a house if the will explicitly forbids it or if selling the property would not serve the best interests of the estate or its beneficiaries,... Read more »
Estate Tax None Yes, but only for estates that exceed $13.99 million in value for individuals and $27.98 million for married couples (as of 2025). Tax rates are between 18% and 40%,... Read more »
Yes, there are many ways to locate a deceased person’s assets at no cost — and many of them have been covered in this article. For example, you can review the decedent’s... Read more »
Is a trustee acting improperly? Do assets need to be recovered from a trust? Discuss your concerns with a probate litigation firm before it’s too late. Suppose a decedent’s trust instructs for... Read more »
Trustees and beneficiaries have distinct roles during administration. When the two clash, timely legal guidance can prevent disputes from escalating. When a trust creator (called a settlor, grantor, or trustor) dies, the successor trustee initiates trust administration to distribute trust assets... Read more »