taxes
California Joint Tenancy and Property Tax
California's joint ownership rules are complicated and could trigger an increased property tax.
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estate planning
Beneficiaries You Don't Even Know
Make an impact with your living trust beneficiaries.
estate planning
A California Estate Plan Guide and Checklist for Your Parents
How to talk to your parents about their estate planning.
taxes
Using a QCD Can Ghost Your RMD
If you are giving to charity, give your RMD, and reduce your taxable income.
estate planning
Be Smart When Helping Your Parent with Her Finances
Protect yourself when helping your parent.
estate planning
Do You Need to File a Gift Tax Return?
When you should file a gift tax return (IRS Form 709).
trust administration
California Trust Administration - What Is It?
What you need to do when your loved one dies with a California living trust?
estate planning
How We Run Our California Estate Planning Law Firm
We are committed to California, and estate planning and trust administration are all we do.