Mind and Money: How California Law Decides if a Parent Can Make Estate Decisions When an aging parent’s memory or decision-making skills begin to fade,…
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…
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…