Why 1 in 5 Young Californians Are Banking on Inheritance Instead of Retirement Savings—And What It Means for Your Estate Plan

Why 1 in 5 Young Californians Are Banking on Inheritance Instead of Retirement Savings—And What It Means for Your Estate Plan

If you’re a California resident concerned about protecting your family’s financial future, recent findings reveal a troubling trend: 20% of young adults aged 25-34 now rely on inheritance rather than pensions to... Read more »
5 Tips for Resolving Family Inheritance Disputes

5 Tips for Resolving Family Inheritance Disputes

With blended families becoming increasingly common, it is smart to be aware of the potential blended family inheritance issues that can arise after the death of a parent or stepparent. Our family... Read more »
Daughter’s Inheritance Restored After Father Leaves Everything to Second Wife

Daughter’s Inheritance Restored After Father Leaves Everything to Second Wife

What Happened A year after his wife died, an aging father reached out to his late wife’s former caregiver to arrange caregiving services for himself. Instead, the caregiver introduced him to her... Read more »
Protecting a Grandson’s Inheritance From a Self-Dealing Trustee

Protecting a Grandson’s Inheritance From a Self-Dealing Trustee

We use technologies like cookies to store and/or access device information. We do this to improve browsing experience and to show personalized ads. Consenting to these technologies will allow us to process... Read more »
Estate Settlement Timeline: When Will I Get My Inheritance?

Estate Settlement Timeline: When Will I Get My Inheritance?

Trusts can sometimes be settled faster than estates — or they may remain open for years. It all depends on the terms of the trust (and the distribution schedule the trust terms... Read more »
Estate of Martino: Rethinking Stepchild Inheritance Under Intestacy

Estate of Martino: Rethinking Stepchild Inheritance Under Intestacy

Monica Yun authored an article featured in the Daily Journal’s Top Estate and Wealth Management Lawyers 2025 supplement. Her article, “Estate of Martino: Rethinking Stepchild Inheritance Under Intestacy,” confirms that stepchildren and... Read more »
Estate of Martino: Rethinking Stepchild Inheritance Under Intestacy

Estate of Martino: Rethinking Stepchild Inheritance Under Intestacy

Monica Yun authored an article featured in the Daily Journal’s Top Estate and Wealth Management Lawyers 2025 supplement. Her article, “Estate of Martino: Rethinking Stepchild Inheritance Under Intestacy,” confirms that stepchildren and... Read more »
How to Recover a Stolen Inheritance

How to Recover a Stolen Inheritance

This generally will depend on the firm, the nature of the case, and how much money is at stake. As an example, if clients have a weak case or if the amount... Read more »
How Long Does It Take to Get an Inheritance?

How Long Does It Take to Get an Inheritance?

How long does it take to get inheritance money? This often is the burning question on the minds of beneficiaries after learning a decedent left them an inheritance. Although timelines can vary,... Read more »
When Does an Inheritance Become Marital Property?

When Does an Inheritance Become Marital Property?

This was the important question the California Supreme Court ruled on in the case In re Brace. It affirmed that community property laws take precedence in actions between spouses during their lifetimes;... Read more »