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.

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.

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.

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.

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