Should Your Inheritance Go in Its Own Trust? EDH Guide
If you are married and you inherit money or property in California, that inheritance is your separate property ...
PRACTICE AREA
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What Happens to Your Roseville Business When You Die?
If you own a business in Roseville and you die or become incapacitated, your ownership interest is an asset ...
Is Virtual Estate Planning Legal in California?
Virtual estate planning is legal in California, and it is a good option for a lot of busy families, because it is ...
The California SECURE Act 10-Year Rule and Your Heirs
If you leave a traditional IRA or 401(k) to your adult children, the SECURE Act 10-year rule generally forces ...
Happy 250th Birthday, America: A Family Story
On our nation's 250th birthday, I'd like to share a story.
The Trouble With a California Transfer on Death Deed
A California transfer on death deed promises a cheap way to pass your home to your kids without the cost and ...
How to Fund Your Living Trust in Folsom, California
Many Folsom families have built their living trust estate plan. Great job! Your family and assets are better ...
Inheriting a Pleasanton Home With Siblings, Prop 19
When a Pleasanton parent dies and leaves the family home to two or more adult children, the annual property tax bill ...
What Happens When Your Trust Is Your IRA Beneficiary
Many California estate planning attorneys default to naming the living trust as the beneficiary of your IRA and ...