How to Handle Retirement Assets When Administering an Estate
Administering an estate may involve the handling of retirement assets. It is important to know what information you need to distribute the asset.
How To Distribute The Probate Estate
Ready to distribute the assets of a San Diego probate, but the beneficiary has now passed away? Understand what to do when making a distribution to an estate.
Finding a CPA to help with Probate Administration
Personal representatives have many tax-related obligations during probate administration. Finding a CPA to help with these tasks may be beneficial.
Completing an Inventory and Appraisal: The Mechanics
Personal representatives must complete an Inventory and Appraisal form as part of the probate process. The mechanics of the process require attention to detail.
Trustee Theft: What evidence do I need to support my claim?
Under California trust law, trustees have a fiduciary duty to act in good faith with respect to the management of trust assets. When a trustee misappropriates funds from the trust for his or her own benefit or the benefit of another, he or she is committing theft.