estate planning
Do You Need an Attorney for Your Estate Plan?
Should you risk your estate and your family with an estate plan generated by a tech bro app?
Blog
estate planning
Will Dogs Go to Heaven and Do You Need to Plan for Them in Your Estate Plan?
Dogs in heaven? What the experts say, and how to include them in your California estate plan.
estate planning
Our Culture of Clutter: What's With All Your Stuff?
The impact of clutter on your life and estate planning, and explore reasons to declutter for peace, freedom, and simpler trust administration.
estate planning
Revenue Ruling 2023-2 Changed the Step-Up Basis Rules in Irrevocable Grantor Trusts
Revenue Ruling 2023-2 changed step-up basis rules for irrevocable grantor trusts. How to mitigate the tax implications.
estate planning
Why We Recommend Asset Protection Trusts in Living Trusts
Learn how asset protection trusts in living trusts can safeguard your children's inheritance from divorce and lawsuits.
How to Name Beneficiaries of Your Retirement Plans
Don't jam it up. Effective strategies for naming beneficiaries of your retirement plans to ensure a smooth transition for your loved ones.
Last Chance for Your Parent's Estate Plan
Will your parent's estate plan work?
California Proposition 19: the Aftermath
Four years later and California's Prop 19 is still with us.
estate planning
Should a Spouse in California File Form 706 for Portability After Their Spouse Dies? A California Estate Planning Guide
Why a surviving spouse in California should consider filing Form 706 for portability to maximize estate tax benefits and future-proof their legacy.