A California Estate Plan Guide and Checklist for Your Parents
If you’ve done your estate planning and created and funded your living trust, good job! Your family and assets are ...
PRACTICE AREA
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Do You Need to File a Gift Tax Return?
In 2024, you can gift $18,000 to anyone without incurring a gift tax. If you are married, you ...
How We Run Our California Estate Planning Law Firm
Before I tell you about the unique way we run our estate planning law firm, let me first say that we are a ...
How to Set Up Your California Estate Plan
If you’re reading this, you already know you need a living trust estate plan to ...
Have Your Parents Done Their Estate Planning?
It's critical that you do your estate planning to protect your family and your assets. An effective estate plan ...
Marley Had an Up To Date and Solid Estate Plan
Of course Marley and Scrooge had a tight estate plan.
Why Leave Your Children an Inheritance?
Why do you leave your children an inheritance?
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Don't Name Your Living Trust as IRA Beneficiary
If you want to name adults as the beneficiaries of your IRA, we recommend you name them individually on your IRA ...