Many Californians assume that placing assets into a trust automatically shields them from creditors. Unfortunately, this belief is only sometimes true. In reality, whether a…
Does Your California Estate Plan Stop at the Border? What to Know About Foreign Real Estate
For some Californians, estate planning isn’t just about passing on a home in Bakersfield or a cabin in the Sierras—it’s about protecting real estate across…
From Simple to Sophisticated: Choosing Between “A,” “AB,” and “ABC” Trusts in Your Estate Plan
When it comes to estate planning, not all trusts are created equal—especially for married couples. The structure of your trust can have a profound impact…
The Probate Pitfall: What Homeowners Often Overlook
California’s probate process is frequently perceived as slow, expensive, and public. When someone dies with real estate titled in their name alone — even if…
Unlocking Savings with Qualified Personal Residence Trusts (QPRTs): A Guide for California Homeowners
Estate planning often involves balancing the desire to provide for loved ones with strategies to minimize taxes. For California homeowners, a Qualified Personal Residence Trust…
Minimize California Property Taxes with These 3 Smart Estate Planning Moves
California’s property taxes are among the highest in the nation, but smart estate planning can help you keep them under control. Whether you’re planning to…
Creating a Trust That Lasts: A Christmas Gift for Future Generations
The holiday season inspires giving, reflection, and planning for the future. It’s a time to consider how you can protect and provide for your loved…
Self-Cancelling Installment Notes: A Smart Solution for Wealth Transfer and Business Succession
Introduction Estate planning often involves transferring wealth or businesses efficiently while minimizing tax burdens. For individuals seeking a tool that combines flexibility and significant tax…
Navigating Omitted Spouse Statutes in Estate Planning: A Cautionary Tale
Introduction: Proper estate planning ensures assets are distributed according to your wishes after you’re gone. However, what happens when a pre-nuptial agreement and an estate…
What to Do When the Sole Proprietor Dies: California Law Explained
What happens when a business owner dies? Is it possible to salvage the business on behalf of the heirs? What about the intent of the…