It’s important to take care of the people we care about, family members and friends. When people in California get older, they don’t always have the same capabilities to care for themselves as when they were younger. That is why it is important to be aware of our...
In a recent California case that saw trust and probate litigation, six siblings named in a trust after their parents’ deaths, couldn’t agree on how to move forward. Five of the siblings were in agreement to leave the funds in the trust in hopes of appreciation. One...
The death of a loved one is an emotional time and it is made worse when you feel slighted by the inheritance or if you believe the trustee is mismanaging the estate. If the estate is in a trust can you contest it? Yes, but there are rules. A trust timeline The first...
The word probate just sounds formidable. Whether you have been toying with the idea of getting involved in the probate process or have concerns about the way a trust or estate is being handled, you may have heard the word ‘probate’ thrown around by those involved. So...
Trusts, wills and estate plans are often made up of family members, once designated by the head of the family who may or may not be able to intervene in the day-to-day of these accounts. There could be many reasons for setting up these estate plans, trusts or other...
1201 Dove Street
Suite 475
Newport Beach, CA 92660
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Phone: 866-330-0578
Fax: 949-250-7407