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
estate planning
How to Choose a Successor Trustee
Choosing the right successor trustee for your living trust
estate planning
California Estate Planning
An overview on estate planning. Why to do it. How to do it. When to do it.
estate planning
Why Funding Your Trust Is Important and How to Do It
A brief overview of how to fund your living trust
estate planning
Heggstad Petition - How to Avoid Probate
If you don't transfer your assets to your living trust, but you have a writing expressing your intent to do so, then your successor trustee can file...
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.