estate planning
Handwritten Amendments Don't Work
If you value your family and wishes, you need to follow the rules to amend your living trust.
Blog
estate planning
Lord Voldemort and Avoiding the Trust Fund Baby
Learn how to prevent your children from becoming trust fund babies by modeling wise money management and gifting during your lifetime.
estate planning
Your Last Chance to Rescue Your Parent's Estate, and How to Fund a Living Trust
Estate planning is crucial for your parents and you, and time may be running out.
newsletter
California Estate Planning Newsletter
The election's impact on the estate tax, how to title your brokerage accounts, California asset protection and the Dodgers and Giants.
taxes
Estate Tax and the 2024 Election
This article explains what the estate tax could be after the 2024 election and what it has been in past years.
estate planning
Does a California Surviving Spouse Have to Pay Her Deceased Spouse's Debt?
Whether a California surviving spouse must pay her deceased spouse's debts depends on California community property laws and debt classification.
estate planning
How to Amend Your California Living Trust
The California Supreme Court's ruling in Haggerty v. Thornton simplifies the process of amending living trusts in California.
estate planning
Do You Need an Irrevocable Life Insurance Trust?
Learn about Irrevocable Life Insurance Trusts (ILITs) for estate planning in California, their benefits, and considerations to determine if they fit...
estate planning
Big Banks Don't Like You and Don't Like Estate Planning
Big banks want your money but not you, and they don't want to deal with your estate plan.