Notes on California Estate Planning: February 2026

If you can, make your successor trustee and durable power of attorney agent someone who lives nearby. Logistics are ...

How Sibling Disputes Over a California Estate Happen - and How to Prevent Them

A recent California Appellate Court case was just published, and it tells the story of how not to sue your ...

Domestic Asset Protection Trusts: Nevada vs. Tennessee for California Residents

California estate planning often involves high-net-worth individuals, business owners, and professionals seeking ...

Irrevocable Life Insurance Trust (ILIT): Do You Need One in California?

An Irrevocable Life Insurance Trust (ILIT) is one of the most powerful and underused tools in estate planning. An ...

California Living Trust Elder Abuse & Undue Influence: A Landmark Case

A 10-year-old decision by the California Court of Appeals is a landmark case for California ...

How to Protect Your Parents' California Estate Plan from Undue Influence

Your Parents' Estate Plan

One of the most heartbreaking ...

California Estate Planning Laws Changed in 2026: Key Updates

New Estate Planning Laws for 2026

2026 Estate and Gift Tax

The One Big Beautiful Bill passed last ...

Medi-Cal Asset Limits Return in 2026: What California Families Need to Know

Your Parent Is a Joint Tenant on Your California Home: Prop 19 Implications

A common scenario: years ago, a parent was added to the title of a California home, maybe to help qualify for a ...