When a person dies in California, the probate process can be long and expensive. For that reason, many people look to use legal instruments to pass assets to their heirs outside the reach of probate. One way to do that is to use a transfer on death account, or TOD...
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Probate Litigation
Suing the executor of a will
The executor that has been appointed in a California will is in charge of taking care of the testator's unpaid taxes and other debts, followed by distributing the assets to the correct recipients. However, if an executor makes key errors, they can be potentially...
Handling probate and long-term healthcare in California
Planning long-term care for yourself or an aging loved one in California can be complicated. In addition to meeting the needs of your loved one, you also must figure out how to deal with the cost. Dangers of using Medicaid coverage Medicaid can help pay the expenses...
The process of buying a probate home
Whether you're buying a home for yourself or as part of a property management business, there are many homes for sale in California. With that in mind, you might think about buying a new property through a probate sale. Before you make any offers, it's good to learn...
Probating a will
To probate a loved one's will in California, one must appear in court and have the appropriate forms filed. These are the basic steps necessary in any probate to establish proof of the will's validity to the court. What is probate and how is it done? Probate is a way...
Grounds for removing an estate executor in California
When someone creates a will in California, they must name a man, woman, or sometimes a bank or a trust company to carry out their wishes or provisions of their will, among other tasks. However, there are circumstances where the beneficiaries or other people with a...
Retirement accounts and probate
Retiring in California is the dream of millions of people. However, this dream may be derailed when a person dies and their estate passes into probate. For individuals with a large estate, probate can be a useful tool to avoid problems. Probate is a complex process...
The duties of a personal representative or estate executor
The executor of an estate is the person who you name in your will or in your estate plan to carry out your wishes, pay your debts and in other ways settle your estate after you pass away. A personal representative carries out exactly the same duties as an executor;...
What you need to know about probate sale in California
In a turbulent real estate market, some California residents might be looking to purchase real estate through a probate sale. There are a lot of advantages to purchasing property this way, but it can be a risky endeavor when not done carefully. What is a probate sale?...
Are executors liable for unpaid probate taxes?
Did you know that if you are the executor or the personal representative of an estate in California, you are responsible for paying any associated federal and estate taxes? That duty extends further than you may think. Here is what you need to know when you agree to...