Domestic Asset Protection Trusts: Nevada vs. Tennessee for California Residents
California estate planning often involves high-net-worth individuals, business owners, and professionals seeking ...
Irrevocable Life Insurance Trust (ILIT): Do You Need One in California?
An Irrevocable Life Insurance Trust (ILIT) is one of the most powerful and underused tools in estate planning. An ...
California Living Trust Elder Abuse & Undue Influence: A Landmark Case
A 10-year-old decision by the California Court of Appeals is a landmark case for California ...
How to Protect Your Parents' California Estate Plan from Undue Influence
Your Parents' Estate Plan
One of the most heartbreaking ...
California Estate Planning Laws Changed in 2026: Key Updates
New Estate Planning Laws for 2026
2026 Estate and Gift Tax
The One Big Beautiful Bill passed last ...
Medi-Cal Asset Limits Return in 2026: What California Families Need to Know
As of January 1, 2026, California reinstated asset limits for ...
Your Parent Is a Joint Tenant on Your California Home: Prop 19 Implications
A common scenario: years ago, a parent was added to the title of a California home, maybe to help qualify for a ...
California Joint Tenancy and Property Tax Reassessment: Prop 19 Guide (2026)
If you own real property in Roseville, ...
Merry Christmas
Scrooge was better than his word. He did it all, and infinitely more; and to ...