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Planning for Personal Property
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It’s key to consider the emotional, financial, and tax implications of gifts of tangible personal property.
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Don’t split heirs! How to avoid family fights when leaving behind a second home
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Ownership, management and use of the holiday home: That’s the trifecta estate planners and financial advisors need to reckon with if they want to keep the peace.
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Outline - IYM - Estate Administration - Part 1 - Richard Huntington - Spring 2023
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“Being an Executor & Trustee” Presentation by Richard Huntington for the Spring 2023 workshop series
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Outline - IYE - Wills & Trusts - Kara Rudin - Spring 2023
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“Wills & Trusts” Presentation by Kara Rudin for the Spring 2023 workshop series
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Outline - IYE - Wills & Trusts - Barbara Dibble - Spring 2023
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“Wills & Trusts” Presentation by Barbara Dibble for the Spring 2023 workshop series
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Outline - IYE - Wills & Trusts - Steven Giammichele - Spring 2023
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“Wills & Trusts” Presentation by Steven Giammichele for the Spring 2023 workshop series
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Outline - IYE - Wills & Trusts - Blain Searle - Spring 2023
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“Wills & Trusts” Presentation by Amy Blain Searle for the Spring 2023 workshop series
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How Probate Laws Work in California
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An estate of a deceased person must be handled through a legal process known as probate. Even though probate is basically the same in all states, each state has its own unique rules and statutes. It’s important that you know the basics about probate as it pertains to estates in California.
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