How to Find a Career You Will Love

Two steps to find a career you will love. Find a career aligned with the life you want and find ways to make the work fit the life you want.

estate planning

A Letter to My Dad's Financial Planner

Your clients lean on you for their estate planning. This is a big responsibility, and if it's not done right, the consequences are dire.

estate planning

Am I an Executor or a Trustee?

Definition of estate planning terms: Trustee, Executor, Agent, Grantor and Beneficiary

estate planning

California No Contest Clause

California courts may not always enforce a no contest clause, but a no contest clause can still be an effective way to block a lawsuit.

estate planning

California Estate Planning Taxes

California estate planning requires an understanding of estate, gift, capital gains, and property taxes.

estate planning

How to Name Your IRA Beneficiaries

Naming primary and contingent beneficiaries of your IRA is an essential part of your estate plan

estate planning

California Property Tax

Brief history and status of the California property tax

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.

estate planning

Should You Use a Professional Trustee?

Using a Professional Trustee or Fiduciary is a good choice if you don't have family members or friends who can be your successor Trustee

estate planning

California Asset Protection Trust

A Revocable Living Trust will help you avoid probate, but adding asset protection trust provisions will significantly protect your children's...

estate planning

California Probate

California probate is complicated, time consuming and very expensive. A typical California probate could take 18 months and cost over $30,000 -...

estate planning

How to Create Your California Estate Plan

You have many options on how to set up your estate plan - DIY estate planning websites, traditional law firm or work with an attorney virtually

estate planning

How To Choose An Estate Planning Attorney

An estate planning attorney will create a plan that eliminates stress and serves your needs. This guide will help you choose an estate planning...

10 Common Estate Planning Mistakes to Avoid

Knowing what to watch out for will help you avoid the most common estate planning mistakes. Understanding common Estate Planning mistakes can help...

What Does an Estate Planning Attorney Do?

An estate planning attorney is a licensed legal professional that thoroughly understands the state and federal laws that govern the assessment,...

estate planning

What If You Don't Have an Estate Plan?

What happens if you don’t prepare an estate plan? The state of California has a default plan for you, it's called intestacy.

estate planning

Do I Need an Estate Plan?

Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.

estate planning

California Proposition 19

California Prop 19 eliminates Parent Child Reassessment Exclusion but Expands Base Year Value Transfer

Protect Your College Kids

Young California adults need a durable power of attorney, health care directive and HIPAA.

trust administration

Portability - How to Eliminate Estate Tax

Filing estate tax return and electing portability when first spouse dies could eliminate future estate tax if the gift and estate tax exemption drops.

estate planning

Living Trust or Will?

If you own a home in California, you'll need a living trust to avoid probate.

estate planning

Be Careful if You Refinance

Keep title of your home in your revocable living trust after you refinance