The One Big Beautiful Bill: What the Permanent Estate Tax Exemption Means for California Families
For the first time in decades, California estate planners can give their clients a definitive answer on the estate ...
California Estate Planning FAQ: The Most Common Questions, Honestly Answered
Over 25 years of California estate planning practice, certain questions come up in nearly every initial ...
Can You Move to Texas to Avoid California’s Capital Gains Tax?
This article will discuss whether a California resident can move to Texas to take advantage the Qualified Small ...
Virtual Estate Planning in California: Meet Your Attorney on Zoom, From Anywhere
Gone are the days when creating an estate plan meant battling California traffic, hunting for parking, and ...
Do You Need an Estate Planning Attorney in California? (Or Can You DIY It?)
DIY estate planning tools have gotten better. They're cheaper than ever, and they produce documents that look ...
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Our Culture of Clutter: What's With All Your Stuff?
We are a culture of clutter.
Revenue Ruling 2023-2 Changed the Step-Up Basis Rules in Irrevocable Grantor Trusts
Understanding Irrevocable Trusts with Grantor Trust Provisions
Irrevocable trusts have long been a ...
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Asset Protection Trusts in California Living Trusts: Why We Recommend Them
When we design a California living trust, we almost always recommend including asset protection trust provisions for ...