Sale of Real Estate When Implementing an Estate Plan
When the personal representative sells property, he or she must make the sale of estate real estate subject to an overbid at the confirmation hearing.
Articles about Administer a Trust
Should I provide notice of a trust administration to creditors?
A notice of a trust administration must be given to all interested parties, giving this notice to creditors can benefit the trust. Read more here.
Save Time and Money: Waivers and Revocable Trust Termination
During the waivers and revocable trust termination process, you may be able to obtain a waiver of accounting to save time and money. View here for more information.
Required Minimum Distribution
Orange County Estate Planning Attorney Jim Roberts explains taking Your Required Minimum Distribution And What Happens If You Don’t Take It.
Report Highlights Dangers of Reverse Mortgages to a California Estate
Costly fees associated with reverse mortgages could drastically reduce the size of your estate. View here for more from an Anaheim trust attorney.
Report Highlights Need to Keep Beneficiary Designations Up to Date
New report highlights a common estate planning failure: updating beneficiary designations. Learn more about reasons to keep these designations up to date.