What is a Living Trust?
A living trust is the foundation of your California estate plan - the building block, the big kahuna, the thing ...
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What Is a Heggstad Petition? California Probate Code §850 Explained
A Heggstad Petition asks a California probate court to confirm that an asset legally belongs to a living trust, even ...
Selling an Inherited California Home: How Capital Gains Tax Really Works
Most California families owe far less capital gains tax than they expect.
Should Your Inheritance Go in Its Own Trust? El Dorado Hills Guide
If you are married and you inherit money or property in California, that inheritance is your separate property ...
What Happens to Your Roseville Business When You Die?
If you own a business in Roseville and you die or become incapacitated, your ownership interest is an asset ...
Is Virtual Estate Planning Legal in California?
Virtual estate planning is legal in California, and it is a good option for a lot of busy families, because it is ...
The California SECURE Act 10-Year Rule and Your Heirs
If you leave a traditional IRA or 401(k) to your adult children, the SECURE Act 10-year rule generally forces ...
Happy 250th Birthday, America: A Family Story
On our nation's 250th birthday, I'd like to share a story.
The Trouble With a California Transfer on Death Deed
A California transfer on death deed promises a cheap way to pass your home to your kids without the cost and ...