Get a Durable Power of Attorney to Avoid Conservatorship
A durable power of attorney is a document that gives the person you name the authority over your assets, like bank accounts and real property, if you...
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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.
What are Revocable Living Trusts and How Do They Work?
A revocable living trust is basically a contract with yourself. Your living trust is revocable, which means you can amend it or change it whenever...
Divorce Protection and Lawsuit Protection for Your Family
Lifetime Protection Trusts are designed to protect your loved ones and their inheritance from potential divorce claims and lawsuits.
Estate Planning Checklist for California Residents
In our California estate planning practice it doesn’t mean just one or two documents, it means a package of documents to protect you and your family.
How Does High Net Worth Estate Planning Work?
If you have a high net worth estate, your estate plan may need more than a revocable living trust. The goal of a revocable living trust estate plan...
Who Needs 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.
No More Stretch-Out IRA: The Secure Act Changed the Rules
The Secure Act has significantly changed the rules for IRA beneficiaries. Before the Secure Act, beneficiaries could use the Life Expectancy Rule -...
Living Trust Administration Basics
What to do when your parent dies with a living trust
How to Choose a Guardian and Trustee
How to choose the right guardian and trustee in your living trust when you don't have a perfect guardian or trustee.
California Proposition 19
California Prop 19 eliminates Parent Child Reassessment Exclusion
Protect Your College Kids
Young California adults need a durable power of attorney, health care directive and HIPAA.
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.
2022 Estate and Gift Tax Exemption
2022 gift and estate tax exemption and annual gift exemption.
Revocable Living Trust or Will
If you own a home in California, you'll need a revocable living trust to avoid probate.
Be Careful if You Refinance
Keep title of your home in your revocable living trust after you refinance
How Much Can You Gift
If you want to make lifetime gifts to your children, you are not limited to $15,000 per person. In 2022, you can gift more than $12M.