When someone passes away and leaves a will, they usually name an executor to handle their estate. In California, being an executor comes with important legal responsibilities. Executors are fiduciaries, which means they must act in the best interests of beneficiaries....
Knowledgeable Advocacy For All Aspects Of Estate Administration, Trusts And Conservatorship Matters
Month: March 2025
read more
Breaches of fiduciary duties in estate planning
Estate planning involves appointing trusted individuals, such as trustees or executors, to manage assets and fulfill a person’s final wishes. These individuals owe fiduciary duties to beneficiaries, meaning they must act in good faith and in the best interests of...
Estate planning steps required if you have children
Once you make an estate plan, it can be easy to forget about it. That could cause problems if you don’t address important changes in your life, family or assets before you pass away or even become incapacitated. One of the times you must dust off your estate plan and...