estate planning
Will Dogs Go to Heaven and Do You Need to Plan for Them in Your Estate Plan?
Dogs in heaven? What the experts say, and how to include them in your California estate plan.
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estate planning (2)
estate planning
Our Culture of Clutter: What's With All Your Stuff?
The impact of clutter on your life and estate planning, and explore reasons to declutter for peace, freedom, and simpler trust administration.
estate planning
Revenue Ruling 2023-2 Changed the Step-Up Basis Rules in Irrevocable Grantor Trusts
Revenue Ruling 2023-2 changed step-up basis rules for irrevocable grantor trusts. How to mitigate the tax implications.
estate planning
Why We Recommend Asset Protection Trusts in Living Trusts
Learn how asset protection trusts in living trusts can safeguard your children's inheritance from divorce and lawsuits.
estate planning
Should a Spouse in California File Form 706 for Portability After Their Spouse Dies? A California Estate Planning Guide
Why a surviving spouse in California should consider filing Form 706 for portability to maximize estate tax benefits and future-proof their legacy.
estate planning
Understanding California’s AB 2016 and How It Impacts Small Estates Starting April 1, 2025
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.
estate planning
Estate Tax Reform Under the Trump Administration: What California Families Need to Know
How potential changes to federal estate tax laws under the Trump administration could impact California families and their estate planning strategies.
estate planning
Is Your California Estate Planning Up To Date?
2025 update on Trump's estate and gift tax, California homeowner's insurance, updating your beneficiary designations, the importance of updating your...
estate planning
2025 California Estate Planning - The Basics, What You Need to Know
The basics of California estate planning, including living trusts, probate avoidance, trust administration and how to finally get your estate plan...