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 ...

Probate is a legal procedure through which a deceased individual's estate is administered and distributed. The probate process commences when the deceased individual's representative, known as the ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

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 ...

When you are deep in the day-to-day of life, the thought of planning for your eventual death is probably not top of mind. In fact, said Fidelity, "roughly half of Americans don't have a will, and even ...