Explore asset distribution strategies for estate planning, including the factors influencing the strategy choice and the ...

In Gaddy v. Fenenbock (In re Est. of Fenenbock), a probate court entered an order directing the independent executor of an estate to make a partial distribution of assets from the residuary clause in ...

In a groundbreaking decision that could reshape the landscape of California estate law, the Court of Appeal in the Second District Division Four has ruled in favor of trustee David Henry Simon, ...

Estate planning professionals and families face significant challenges when dividing tangible personal property—artwork, jewelry, family heirlooms, and collectibles—among multiple heirs. Traditional ...

Industry jargon can turn understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.

John Madden would be proud. When I am explaining the difference between probate and nonprobate assets to clients and seminar attendees, I usually produce a diagram that is worthy of the most elaborate ...

Whether you have to report an inheritance on your taxes depends on what you inherit and the subsequent handling of that inheritance. While inheritances themselves are often not subject to federal ...