Blog
Merry Christmas
God Bless Us Every One
Marley Had an Up To Date and Solid Estate Plan
Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.
Handwritten Amendments Don't Work
If you value your family and wishes, you need to follow the rules to amend your living trust.
Lord Voldemort and Avoiding the Trust Fund Baby
Learn how to prevent your children from becoming trust fund babies by modeling wise money management and gifting during your lifetime.
Your Last Chance to Rescue Your Parent's Estate, and How to Fund a Living Trust
Estate planning is crucial for your parents and you, and time may be running out.
California Estate Planning Newsletter
The election's impact on the estate tax, how to title your brokerage accounts, California asset protection and the Dodgers and Giants.
Estate Tax and the 2024 Election
This article explains what the estate tax could be after the 2024 election and what it has been in past years.
Does a California Surviving Spouse Have to Pay Her Deceased Spouse's Debt?
Whether a California surviving spouse must pay her deceased spouse's debts depends on California community property laws and debt classification.