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 ...
Have Your Parents Done Their Estate Planning?
It's critical that you do your estate planning to protect your family and your assets. An effective estate plan ...
Merry Christmas
Scrooge was better than his word. He did it all, and infinitely ...
Marley Had an Up To Date and Solid Estate Plan
Of course Marley and Scrooge had a tight estate plan.