Beneficiaries You Don't Even Know
If you don’t have children, and your only family are distant relatives you don’t even know, you have more options ...
A California Estate Plan Guide and Checklist for Your Parents
If you’ve done your estate planning and created and funded your living trust, good job! Your family and assets are ...
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Do You Need to File a Gift Tax Return?
In 2024, you can gift $18,000 to anyone without incurring a gift tax. If you are married, you ...
California Trust Administration - What Is It?
Estate planning attorneys and smart financial advisors will tell you that unless you have a ...
How We Run Our California Estate Planning Law Firm
Before I tell you about the unique way we run our estate planning law firm, let me first say that we are a ...
How to Set Up Your California Estate Plan
If you’re reading this, you already know you need a living trust estate plan to ...