Blog
July 31, 2025
The OBBB brings major 1099 changes, raising the filing threshold to $2,000. Understand the new rules for 1099-NEC and 1099-MISC. Prepare your business now.
June 12, 2025
Many small business owners put their business into a revocable trust thinking it will ensure an easy transfer when they [...]
May 22, 2025
Funeral expenses can be paid from an estate, but what if you paid first? Learn about trustee reimbursement and California trust fund rules. Get the facts now.
May 15, 2025
Get a clear look at trust administration California timelines, key steps, and what can delay the process so you know what to expect as a trustee or beneficiary.
May 8, 2025
Learn how to transfer property out of a trust after death with clear steps for trustees handling real estate after a parent’s passing.
May 1, 2025
Understand your successor trustee responsibilities, including how to take over when a trustee dies and what to do first. Read our complete guide.
April 24, 2025
When a homeowner dies without a will, their house enters probate. California's intestate succession laws will decide who inherits the property. Get the facts.
April 17, 2025
Heading to your first probate hearing? Our checklist details the key documents you need, from the will to tax returns. Be prepared and get started today.
April 10, 2025
Obtaining letters of administration is often one of the first steps in managing a person's estate after they pass away. [...]
April 1, 2025
Understand California's small estate probate process with our 2026 guide. Learn the new value limits and see if you qualify for a simplified process. Read more.


