Learn how Revenue Ruling 2023-2 changed step-up basis rules for irrevocable grantor trusts and strategies to mitigate the tax implications.
Learn how asset protection trusts in living trusts can safeguard your children's inheritance from divorce and lawsuits.
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.
2025 update on Trump's estate and gift tax, California homeowner's insurance, updating your beneficiary designations, the importance of updating your...
The basics of California estate planning, including living trusts, probate avoidance, trust administration and how to finally get your estate plan...
Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.
If you value your family and wishes, you need to follow the rules to amend your living trust.