Joint Trust Administration After a Spouse Dies in California
When your spouse dies, the trust can wait. Your first priority is to get through the shock, bring your family ...
PRACTICE AREA
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California Estate Planning for Married Couples with Larger Estates (2026 Guide)
California estate planning for married couples in this range looks different than it did ...
The One Big Beautiful Bill: What the Permanent Estate Tax Exemption Means for California Families
For the first time in decades, California estate planners can give their clients a definitive answer on the estate ...
Can You Move to Texas to Avoid California’s Capital Gains Tax?
This article will discuss whether a California resident can move to Texas to take advantage the Qualified Small ...
Estate Tax Reform Under the Trump Administration: What California Families Need to Know
With President Donald Trump well into his new term and Republicans gaining influence in Congress, many California ...
Wait and See: The Impact of President Trump’s Proposed Tax Plan on Estate and Gift Taxes
As President Trump begins his second term, his administration is poised to revisit tax policy, with significant ...
Trump's Tax Plan
Capital Gains Tax When You Sell Your California Home
When you sell your home, you have to consider your tax hit, and that tax hit is the capital gains tax. The federal ...