When navigating a divorce, one critical but often overlooked step is “taking status” — that is, ensuring the court finalizes the dissolution of marital status…
Managing Digital Assets in Probate: What Kern County Residents Need to Know
Today, almost everyone has a digital footprint—from online banking to social media profiles. When a loved one passes away, handling these digital assets can be…
Creating a Trust That Lasts: A Christmas Gift for Future Generations
The holiday season inspires giving, reflection, and planning for the future. It’s a time to consider how you can protect and provide for your loved…
Self-Cancelling Installment Notes: A Smart Solution for Wealth Transfer and Business Succession
Introduction Estate planning often involves transferring wealth or businesses efficiently while minimizing tax burdens. For individuals seeking a tool that combines flexibility and significant tax…
Trust Management Challenges: Why Some Inheritances Are Reduced
Administering a trust can be complicated, especially when the trust doesn’t have enough cash or unallocated funds to cover expenses like taxes, creditor claims, and…