Learn how to prevent your children from becoming trust fund babies by modeling wise money management and gifting during your lifetime.
Estate planning is crucial for your parents and you, and time may be running out.
The election's impact on the estate tax, how to title your brokerage accounts, California asset protection and the Dodgers and Giants.
This article explains what the estate tax could be after the 2024 election and what it has been in past years.
Whether a California surviving spouse must pay her deceased spouse's debts depends on California community property laws and debt classification.
The California Supreme Court's ruling in Haggerty v. Thornton simplifies the process of amending living trusts in California.
Learn about Irrevocable Life Insurance Trusts (ILITs) for estate planning in California, their benefits, and considerations to determine if they fit...
Big banks want your money but not you, and they don't want to deal with your estate plan.
Learn why procrastinating on estate planning in California can lead to a legal and financial mess.