estate planning
What If You Don't Have an Estate Plan?
What happens if you don’t prepare an estate plan? The state of California has a default plan for you, it's called intestacy.
Blog
Divorce Protection and Lawsuit Protection for Your Family
Lifetime Protection Trusts are designed to protect your loved ones and their inheritance from potential divorce claims and lawsuits.
estate planning
Estate Planning Checklist for California Residents
When you pass away, your estate goes through the probate process, and the probate court ensures that your executor distributes your assets per your...
How Does High Net Worth Estate Planning Work?
If you have a high net worth estate, your estate plan may need more than a revocable living trust.
estate planning
Do I Need an Estate Plan?
Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.
No More Stretch-Out IRA: The Secure Act Changed the Rules
The Secure Act has significantly changed the rules for IRA beneficiaries. Before the Secure Act, beneficiaries could use the Life Expectancy Rule -...
Living Trust Administration Basics
What to do when your parent dies with a living trust
How to Choose a Guardian and Trustee
How to choose the right guardian and trustee in your living trust when you don't have a perfect guardian or trustee.
estate planning
California Proposition 19
California Prop 19 eliminates Parent Child Reassessment Exclusion but Expands Base Year Value Transfer