Handling Digital Assets

Estate Administration, Selling Estate Property

Some people hold significant assets in online accounts, digital currencies, and virtual properties. Managing digital assets has become an essential aspect of estate planning and administration.  Wide Range of Assets Executors, the individuals responsible for carrying...

Writing a Will Without a Lawyer

Heirs & Beneficiaries

  Writing a will might seem daunting, but with a little guidance, you can create a legally binding document without needing to hire a lawyer. A will ensures that your assets are distributed according to your wishes after you pass away, providing peace of mind for...

Grief is a Journey

Heirs & Beneficiaries

Grief is a journey that everyone experiences differently, marked by deeply personal rituals, reflections, and emotions. When visiting a cemetery, for instance, the passage of time can become starkly apparent—graves no longer look as new, and the simple acts of care,...

Personal Rep Risks

Legal, Finance & Tax

A probate administrator, executor, or personal representative faces several legal and financial risks when managing an estate.  Some of these risks include: Breach of Fiduciary Duty   The administrator must act in the estate’s and its beneficiaries’ best...

Death and Taxes

Legal, Finance & Tax

Taxes are a critical aspect of estate administration that executors must address with priority. In California, tax obligations precede many other financial duties, including debts to private creditors and even distributions to beneficiaries, as outlined in estate...