Monthly Archives: July 2022
19 Jul 22
What tax obligations arise during probate in California?
There are numerous legal and financial obligations that arise during estate administration. The personal representative of the estate must notify creditors about probate proceedings and resolve someone’s financial liabilities with estate assets. They will also need to handle tax obligations…
05 Jul 22
3 reasons middle-class adults decide to create trusts
Your California estate plan can be as simple or complicated as you want to make it. The more family members and assets you have to consider, the more involved your plan might become. For many people in California, a simple…
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