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estate planning

estate planning

Is Your California Estate Planning Up To Date?

2025 update on Trump's estate and gift tax, California homeowner's insurance, updating your beneficiary designations, the importance of updating your...

estate planning

Handwritten Amendments Don't Work

If you value your family and wishes, you need to follow the rules to amend your living trust.

estate planning

How to Amend Your California Living Trust

The California Supreme Court's ruling in Haggerty v. Thornton simplifies the process of amending living trusts in California.

estate planning

Do You Need an Irrevocable Life Insurance Trust?

Learn about Irrevocable Life Insurance Trusts (ILITs) for estate planning in California, their benefits, and considerations to determine if they fit...