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 over $30,000 -...
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.