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...

Jump Start your Executor Duties

Estate Administration, Selling Estate Property

Losing a loved one is an incredibly difficult experience, compounded by the daunting task of handling their final affairs. During this emotional time, the responsibility of managing probate and estate matters can be overwhelming. Fortunately, specialized services are...

Investing Inherited Wealth

Legal, Finance & Tax, Selling Estate Property

Under California law, anyone can draft their own will, which is acceptable. However, if you choose not to draft your own will, it is crucial to understand that only an attorney is legally permitted to draft a will for someone else. Do It Yourself  Drafting your...

Sonoma Probate Court Practices

Legal, Finance & Tax

Sonoma County Court Probate Division The Probate Court encompasses a broad range of supervisory and protective proceedings. Some common types of procedures heard in Probate Court are: The administration of a decedent’s estates.  After someone dies, their assets are...

Handling a Decedent’s Mail

Estate Administration

When someone dies, the mail doesn’t stop. The bills keep on coming, and magazines continue. They may be on many mailing lists, and friends may not have been aware. As executor, the mail is your responsibility; however, it is also a source of information. Mail is...