Trustee’s Duty to Notify on Death Trustee’s Duty to Notify on Death - THE RIGHT TO BE INFORMED OF EVENTS. Because trusts are not filed or recorded with any government agency, laws have been established to make sure that heirs and trust beneficiaries have some way to find out about a trust and …
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Basic Steps of Filing a Case in Probate Court
As the world’s pandemic grows, and every level of government buckles down to fight the battle, it is universally accepted that there will be losses and casualties. But, for South Pasadena attorney William Hayes, any death becomes a new opportunity to ensure that a deceased’s estate is handled …
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If You Died Tomorrow, How Would Your Family Pay For Your Funeral?
If You Died Tomorrow, How Would Your Family Pay For Your Funeral? By William Hayes Plan all you want, create a generous retirement plan, travel and see the world, and make sure all your medical expenses are covered, but one day, we will all close our eyes for the final time. That …
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My IRA is Going Where?
My IRA is Going Where? By Gerry W. Beyer Share J. Sabrina Go & Grayson Chester recently published an article entitled, Unintended Beneficiaries of Retirement Accounts, or: “My IRA is Going Where!?”, Rehrberg Law Group, PLLC, (2020). Provided below is the introduction to the …
Filing Taxes for the Deceased
Death doesn't cancel a final responsibility: paying income taxes. A decedent's executor must file one last income tax return for the deceased if the deceased's income surpassed a certain threshold. Even if a return isn't required, a return may be necessary anyway to obtain a refund. The …
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