How to Name Beneficiaries of Your Retirement Plans
Don't jam it up. Effective strategies for naming beneficiaries of your retirement plans to ensure a smooth transition for your loved ones.
Blog
Last Chance for Your Parent's Estate Plan
Will your parent's estate plan work?
California Proposition 19: the Aftermath
Four years later and California's Prop 19 is still with us.
estate planning
Should a Spouse in California File Form 706 for Portability After Their Spouse Dies? A California Estate Planning Guide
Why a surviving spouse in California should consider filing Form 706 for portability to maximize estate tax benefits and future-proof their legacy.
estate planning
Understanding California’s AB 2016 and How It Impacts Small Estates Starting April 1, 2025
Learn how California's AB 2016 simplifies probate for small estates but why a living trust still offers the best protection for your assets and heirs.
estate planning
Estate Tax Reform Under the Trump Administration: What California Families Need to Know
How potential changes to federal estate tax laws under the Trump administration could impact California families and their estate planning strategies.
taxes
Wait and See: The Impact of President Trump’s Proposed Tax Plan on Estate and Gift Taxes
Trump’s proposed tax plan aims to extend current estate and gift tax exemptions.
advisors
Financial Advisors: How to Keep the Next Generation Client
Five questions for financial advisors that can make or break your chances of maintaining the accounts with the next generation.
estate planning
Is Your California Estate Planning Up To Date?
2025 update on Trump's estate and gift tax, California homeowner's insurance, updating your beneficiary designations, the importance of updating your...