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
Blog
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
How To Choose An Estate Planning Attorney
An estate planning attorney will create a plan that eliminates stress and serves your needs. This guide will help you choose an estate planning...
10 Common Estate Planning Mistakes to Avoid
Knowing what to watch out for will help you avoid the most common estate planning mistakes. Understanding common Estate Planning mistakes can help...
What Does an Estate Planning Attorney Do?
An estate planning attorney is a licensed legal professional that thoroughly understands the state and federal laws that govern the assessment,...
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 for Blended Families
Blended family estate planning presents challenges, and one size fits all estate plans may not work. Blended families require thoughtful and creative...
estate planning
Get a Durable Power of Attorney to Avoid Conservatorship
If you have already created a Durable Power of Attorney, you should not need a conservatorship.
What If You Don't Have an Estate Plan?
What happens if you don’t prepare an estate plan? The state of California has a default plan for you, it's called intestacy.
Divorce Protection and Lawsuit Protection for Your Family
Lifetime Protection Trusts are designed to protect your loved ones and their inheritance from potential divorce claims and lawsuits.