A Few Hours Will Change Your Family's Life
You love your family and you've worked so hard. Don't let it end badly.
You love your family and you've worked so hard. Don't let it end badly.
Elder abuse by marriage? The strange case of California State Senator Ralph Dills
Why banks struggle to accept durable powers of attorney
Naming primary and contingent beneficiaries of your IRA is an essential part of your estate plan
Financial Advisors are the secret sauce that makes your estate plan work
Maximize your IRA for your children with a Charitable Remainder Trust
You may need to amend your living trust if it has a bypass trust provision
All to the surviving spouse, or to bypass trust or QTIP trust?
2023 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?
How to transfer your assets to your California Living Trust to avoid probate
Choosing the right successor trustee for your living trust
An overview on estate planning. Why to do it. How to do it. When to do it.
A brief overview of how to fund your living trust
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...
Checklist of what a trustee should do during trust administration
If you have a living trust, your trustee must begin the trust administration when you pass away.
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
California Probate is time consuming and expensive. A Revocable living trust will help your family avoid probate.
A Revocable Living Trust will help you avoid probate, but adding asset protection trust provisions will significantly protect your children's...
California probate is complicated, time consuming and very expensive. A typical California probate could take 18 months and cost over $30,000 -...
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
The IRS just issued Revenue Procedure 2022-32, which allows a surviving spouse to elect "portability." Read on to find out what this means for you.
An estate planning attorney will create a plan that eliminates stress and serves your needs. This guide will help you choose an estate planning...
Knowing what to watch out for will help you avoid the most common estate planning mistakes. Understanding common Estate Planning mistakes can help...
An estate planning attorney is a licensed legal professional that thoroughly understands the state and federal laws that govern the assessment,...
If you have a small estate a will may be enough. If you have a living trust, you will need a pour-over will.
Blended family estate planning presents challenges, and one size fits all estate plans may not work.
If you have already created a Durable Power of Attorney, you should not need a conservatorship.
What happens if you don’t prepare an estate plan? The state of California has a default plan for you, it's called intestacy.
Lifetime Protection Trusts are designed to protect your loved ones and their inheritance from potential divorce claims and lawsuits.
When you pass away, your estate goes through the probate process, and the probate court ensures that your executor distributes your assets per your...
If you have a high net worth estate, your estate plan may need more than a revocable living trust.
Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.
The Secure Act has significantly changed the rules for IRA beneficiaries. Before the Secure Act, beneficiaries could use the Life Expectancy Rule -...
What to do when your parent dies with a living trust
How to choose the right guardian and trustee in your living trust when you don't have a perfect guardian or trustee.
California Prop 19 eliminates Parent Child Reassessment Exclusion but Expands Base Year Value Transfer
Young California adults need a durable power of attorney, health care directive and HIPAA.
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 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?
If you own a home in California, you'll need a living trust to avoid probate.
Keep title of your home in your revocable living trust after you refinance