You’re a Beneficiary. Here’s What You’re Actually Entitled To

You’re a Beneficiary. Here’s What You’re Actually Entitled To About the Author: Dustin MacFarlane is a California-licensed attorney specializing in estate planning and trust administration. He helps trustees, beneficiaries, and families navigate... Read more »
Can an Unhappy Beneficiary Challenge a Trust?

Can an Unhappy Beneficiary Challenge a Trust?

Yes, a trustee can defend a beneficiary’s trust contest, so long as they are acting in good faith. In fact, they may have a duty to defend the contest if the contest... Read more »
Can an Executor Withhold Money From a Beneficiary?

Can an Executor Withhold Money From a Beneficiary?

Yes, once all estate disputes have been resolved and debts have been paid, the executor is required to file a final accounting and a petition for final distribution with the probate court.... Read more »
Contesting a Life Insurance Beneficiary: Rules to Know

Contesting a Life Insurance Beneficiary: Rules to Know

If you believe you are entitled to a life insurance inheritance, but someone else is designated as a beneficiary on the policy, you likely are wondering: Who can change the beneficiary on... Read more »
Can The Trustee Also Be A Beneficiary? Yes Or No!

Can The Trustee Also Be A Beneficiary? Yes Or No!

Creating a trust is an excellent way to pass on the estate to the beneficiaries. However, the part where individuals face problems is nominating a trustee. Questions like who can be the... Read more »