The One Big Beautiful Bill increases and makes permanent the estate tax exemption. No more uncertainty. And for most people, no more estate tax.
Discover the essentials of California estate planning, including the importance of wills, living trusts, and avoiding probate.
Moving to Texas to avoid California’s capital gains tax? Learn how the QSBS exemption can impact your tax liability and the steps to establish...
Meet virtually with an attorney you will like, and finally get your California estate plan done.
Should you risk your estate and your family with an estate plan generated by a tech bro app?
Dogs in heaven? What the experts say, and how to include them in your California estate plan.
The impact of clutter on your life and estate planning, and explore reasons to declutter for peace, freedom, and simpler trust administration.
Revenue Ruling 2023-2 changed step-up basis rules for irrevocable grantor trusts. How to mitigate the tax implications.
Learn how asset protection trusts in living trusts can safeguard your children's inheritance from divorce and lawsuits.