estate planning
What If You Don't Have an Estate Plan?
What happens if you don’t prepare an estate plan? The state of California has a default plan for you, it's called intestacy.
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estate planning (8)
estate planning
Estate Planning Checklist for California Residents
When you pass away, your estate goes through the probate process, and the probate court ensures that your executor distributes your assets per your...
estate planning
Do I Need an Estate Plan?
Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.
estate planning
California Proposition 19
California Prop 19 eliminates Parent Child Reassessment Exclusion but Expands Base Year Value Transfer
estate planning
Living Trust or Will?
If you own a home in California, you'll need a living trust to avoid probate.
estate planning
Be Careful if You Refinance
Keep title of your home in your revocable living trust after you refinance