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estate planning (3)

estate planning

Estate Planning for Blended Families

Blended family estate planning presents challenges, and one size fits all estate plans may not work.

estate planning

What If You Don't Have an Estate Plan?

What happens if you don’t prepare an estate plan? The state of California has a default plan for you, it's called intestacy.

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

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