estate planning (15)

estate planning

Estate Planning Checklist for California Residents

When you pass away, your estate goes through the probate process, and the probate court ensures that your executor distributes your assets per your...

estate planning

Do I Need an Estate Plan?

Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.

estate planning

California Proposition 19

California Prop 19 eliminates Parent Child Reassessment Exclusion but Expands Base Year Value Transfer

estate planning

Living Trust or Will?

If you own a home in California, you'll need a living trust to avoid probate.

estate planning

Be Careful if You Refinance

Keep title of your home in your revocable living trust after you refinance