trust administration
California Trust Administration Checklist
Checklist of what a trustee should do during trust administration
trust administration
California Trust Administration
If you have a living trust, your trustee must begin the trust administration when you pass away.
estate planning
How to Avoid California Probate with a Revocable Living Trust
California Probate is time consuming and expensive. A Revocable living trust will help your family avoid probate.
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 more than $50,000 in...
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
taxes
New IRS Regulation Allows 5 Years to Elect Portability
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.
estate planning
What are The Different Types of Wills?
If you have a small estate a will may be enough. If you have a living trust, you will need a pour-over will.
estate planning
Estate Planning for Blended Families
Blended family estate planning presents challenges, and one size fits all estate plans may not work.