Learn valuable estate planning life hacks from a seasoned estate planning attorney to protect your assets, family, and legacy.
Protect your home and children. Learn how to create a Residence Trust in your living trust for your new spouse or significant other's occupancy.
California's joint ownership rules are complicated and could trigger an increased property tax.
Make an impact with your living trust beneficiaries.
How to talk to your parents about their estate planning.
If you are giving to charity, give your RMD, and reduce your taxable income.
Protect yourself when helping your parent.
When you should file a gift tax return (IRS Form 709).