Blog

A last will and testament (a will) is the basic building block of estate planning. This legal document enables the testator, or the person creating it, to designate who gets what assets when they’re gone.

A living trust is an alternative to a last will and testament that accomplishes the same goal of distributing assets to beneficiaries upon one’s death but also has the added advantage of avoiding probate proceedings. The person creating the trust is called the settlor or grantor, who remains the trustee while he or she is alive. The settlor transfers all assets into the trust and then manages them while he or she is alive.

Trustees are given near-complete control over the assets that are placed into a trust. Accordingly, strict rules

Probate can involve some of the most complex legal proceedings of any civil case. Below are some of the most

Trust litigation is the process of bringing legal action against a trustee for breach of trust. It is the fiduciary

A trust is an important tool in estate planning used to manage assets and outline distribution stipulations

When someone close to you dies, you are likely to face challenges as you adjust to the change. If you are responsible

In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Dick Pfister, CAIA, CEO & Founder

In this episode of Your Inheritance with Peter Bochnewich, Peter talks about a recent experience he had in

In California, the probate procedure may be difficult, time-consuming, and expensive. The legal procedure