We’ve moved offices. Our new location is at 2998 Douglas Boulevard, Suite 300, Roseville, CA 95661
Integrity. Experience. Perseverance.
Inheriting a loved one's estate should be a time of remembrance, not resentment. Unfortunately, disagreements over assets and the interpretation of wills can arise, turning the probate process into a complex family dispute. If you're facing a contested estate in...
Knowing the responsibilities associated with the trustee's role is essential for everyone involved in managing a trust. This balanced perspective aims to shed light on the duties that trustees are bound to uphold, which is beneficial information for both beneficiaries...
Losing a loved one is a difficult experience. Unfortunately, those emotions can be compounded if you suspect foul play regarding your inheritance. Suppose you believe your mother, or someone else, stole your inheritance in California. In that case, you’ll want to...
Many couples use joint bank accounts to manage their finances together. One might wonder what happens if one spouse deposits their inheritance into a joint bank account. Does state law allow them to spend those funds freely? The answer, like many legal issues, depends...
There is a saying that people come out of the woodwork when there is a potential for financial gain. Those who win the lottery often start receiving requests from acquaintances they knew years ago and total strangers. When someone dies, quite a few different people...
Inheritance can be a source of joy and security for your children, but it can also turn into a battleground for sibling rivalry and resentment. Thankfully, there are proactive steps you can take to minimize the risk of conflict and help ensure a smooth inheritance...
A trust is an estate planning tool that people can use to hold assets. For instance, someone could fund a trust with $100,000 while they’re still alive. They can also pick a beneficiary who will get distributions from the trust and a trustee who is in charge of making...
Some estate disputes revolve around items that have significant monetary value. For instance, with the way the housing market has gone in the last decade, parents could own a home that is now worth millions of dollars. The children may dispute who gets to keep that...
Wills are a popular way of expressing one's final wishes and ensuring their orderly distribution of assets after death. Yet, wills may be contested if there are concerns about their validity, causing disputes among beneficiaries and/or heirs and potentially leading to...
If a loved one dies before you’ve had a chance to discuss their estate plan, you may be relieved to find a will somewhere in their home or other property. But what the family finds another one – and maybe even a third? They may have various dates – or no dates. One or...