California Estate Planning Guide: Living Trusts, Wills, and Everything You Need

This guide covers everything California families need to understand about estate planning, from why a living trust ...

The One Big Beautiful Bill: What the Permanent Estate Tax Exemption Means for California Families

For the first time in decades, California estate planners can give their clients a definitive answer on the estate ...

California Estate Planning FAQ: The Most Common Questions, Honestly Answered

Over 25 years of California estate planning practice, certain questions come up in nearly every initial ...

Virtual Estate Planning in California: Meet Your Attorney on Zoom, From Anywhere

Gone are the days when creating an estate plan meant battling California traffic, hunting for parking, and ...

Do You Need an Estate Planning Attorney in California? (Or Can You DIY It?)

DIY estate planning tools have gotten better. They're cheaper than ever, and they produce documents that look ...

Will Dogs Go to Heaven and Do You Need to Plan for Them in Your Estate Plan?

Our Culture of Clutter: What's With All Your Stuff?

We are a culture of clutter.

Revenue Ruling 2023-2 Changed the Step-Up Basis Rules in Irrevocable Grantor Trusts

Understanding Irrevocable Trusts with Grantor Trust Provisions

Irrevocable trusts have long been a ...

Asset Protection Trusts in California Living Trusts: Why We Recommend Them

When we design a California living trust, we almost always recommend including asset protection trust provisions for ...