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FAQs
estate planning
2023 Gift and Estate Tax Exemption
2023 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?
estate planning
How to Fund Your California Living Trust Checklist
How to transfer your assets to your California Living Trust to avoid probate
trust administration
California Trust Administration Checklist
Checklist of what a trustee should do during trust administration
trust administration
California Trust Administration
If you have a living trust, your trustee must begin the trust administration when you pass away.
estate planning
How to Avoid California Probate with a Revocable Living Trust
California Probate is time consuming and expensive. A Revocable living trust will help your family avoid probate.
estate planning
California Probate
California probate is complicated, time consuming and very expensive. A typical California probate could take 18 months and cost over $30,000 -...
estate planning
How to Create Your California Estate Plan
You have many options on how to set up your estate plan - DIY estate planning websites, traditional law firm or work with an attorney virtually
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.