An Irrevocable Life Insurance Trust (ILIT) can protect your assets, avoid estate taxes, and secure your children's inheritance effectively.
A landmark California case exposes elder abuse and undue influence. Learn how to protect your children's inheritance from a devious spouse.
Help your parents update their outdated estate plan while they still can to avoid undue influence and costly probate.
The new 2026 estate planning laws, including significant changes in federal estate and gift tax exemptions and California law.
The return of Medi-Cal's asset test: Why your home remains exempt and how a MAPT can secure your future.
Proposition 19 and the California joint tenancy rules.
In light of Proposition 19, knowing the California joint tenancy rules is more important than ever.
God Bless Us Every One
Set an example of good money management and your kids will follow.