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estate planning

2023 Gift and Estate Tax Exemption

2023 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?

estate planning

California Estate Planning

An overview on estate planning. Why to do it. How to do it. When to do it.

estate planning

Heggstad Petition - How to Avoid Probate

If you don't transfer your assets to your living trust, but you have a writing expressing your intent to do so, then your successor trustee can file...

trust administration

California Trust Administration

If you have a living trust, your trustee must begin the trust administration when you pass away.

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