Trustees and executors have a hard job ahead of them, but they do not have to go through it alone. Our blog explains the steps you need to take to settle an estate, including tips on filing final taxes, locating beneficiaries, re-titling assets, and more.
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Think about it...Will Your Loved Ones Know What to Do When You Are Gone? Discussion of duties of Successor Trustees and risks if they have no idea of what to do. Our firm offers the "Successor Trustee Manual" that will greatly assist -
Woodland Hills\Beverly Hills Attorney Asks: Do You Know How to Manage Your Inheritance? Receiving an inheritance is both an honor and a responsibility. Estate planning attorneys constantly see individuals who are just not ready to take that on. -
Looking to Safeguard the Wealth You Pass on to Your Heirs? Consider a Personal Asset Protection Trust A basic living trust no longer can be relied on to get the results you want for your heirs. Attorney Richard Seff introduces the Personal Asset Trust. -
Shelter Your Retirement Funds With an IRA Inheritance Trust The retirement funds you have saved all your life may be lost or squandered by your heirs. Let attorney Richard Seff explain how to avoid this disaster.