Why a surviving spouse in California should consider filing Form 706 for portability to maximize estate tax benefits and future-proof their legacy.
Learn how California's AB 2016 simplifies probate for small estates but why a living trust still offers the best protection for your assets and heirs.
How potential changes to federal estate tax laws under the Trump administration could impact California families and their estate planning strategies.
Trump’s proposed tax plan aims to extend current estate and gift tax exemptions.
Five questions for financial advisors that can make or break your chances of maintaining the accounts with the next generation.
2025 update on Trump's estate and gift tax, California homeowner's insurance, updating your beneficiary designations, the importance of updating your...
The basics of California estate planning, including living trusts, probate avoidance, trust administration and how to finally get your estate plan...
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