by Crista Hermance | May 27, 2026 | Trust, Business, beneficiary designations, executor
A joint bank account after death does not always work the way families expect in California. In many situations, the surviving account holder automatically keeps access to the account. However, inheritance disputes, probate concerns, trust conflicts, and family...
by Crista Hermance | Mar 25, 2026 | Estate Planning, trustee, Inheritance, Marriage Planning, Assets, Parenting
Leaving an unequal inheritance in California is legal—but it can create family conflict if not handled carefully. With the right planning, communication, and legal structure, families in Ventura County and across Southern California can divide assets intentionally...