Revenue Ruling 2023-2 changed step-up basis rules for irrevocable grantor trusts. How to mitigate the tax implications.
Adding asset protection trust provisions to your California living trust shields your children's inheritance from divorce and lawsuits. Here's how.
Naming the wrong beneficiary on your California retirement account can be a costly mistake. Here's the right way to do it, and the mistakes to avoid.
If your parent is aging and doesn't have an updated estate plan, time may be running out. Here's how to help them before it's too late.
Four years later and California's Prop 19 is still with us.
Why a surviving spouse in California should consider filing Form 706 for portability to maximize estate tax benefits and future-proof their legacy.
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.
How potential changes to federal estate tax laws under the Trump administration could impact California families and their estate planning strategies.
Trump’s proposed tax plan aims to extend current estate and gift tax exemptions.