Moving to Texas to avoid California’s capital gains tax? Learn how the QSBS exemption can impact your tax liability and the steps to establish...
Meet virtually with an attorney you will like, and finally get your California estate plan done.
Should you risk your estate and your family with an estate plan generated by a tech bro app?
Dogs in heaven? What the experts say, and how to include them in your California estate plan.
The impact of clutter on your life and estate planning, and explore reasons to declutter for peace, freedom, and simpler trust administration.
Revenue Ruling 2023-2 changed step-up basis rules for irrevocable grantor trusts. How to mitigate the tax implications.
Learn how asset protection trusts in living trusts can safeguard your children's inheritance from divorce and lawsuits.
Don't jam it up. Effective strategies for naming beneficiaries of your retirement plans to ensure a smooth transition for your loved ones.
Will your parent's estate plan work?