Our Estate Planning and Probate Article Library

Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.

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Including Cryptocurrency in Your California Estate Plan Cryptocurrency is both a potentially valuable and highly volatile investment that demands a modern, professionally made estate plan. Our CA attorneys explain.

Category: Estate Planning
The Uses and Disadvantages of California Codicils A codicil might seem like a simple way to alter an existing estate plan. However, codicils can cause more problems than they solve. Our CA attorneys explain.

Category: Estate Planning
Leaving Gifts to Grandchildren in California Grandparents often try to help their grandchildren by naming them as beneficiaries in a will. Our lawyers explain why that can cause problems.

Category: Estate Planning
The Benefits of California SLATs A SLAT uses estate law and federal gift exemptions to provide a spouse with life-long access to trust assets. Our California estate attorneys explain.

Category: Estate Planning
Valuing and Appraising Items in California Probate While not all estate assets need to be valuated, some require the input of a probate referee or expert appraiser. Our California lawyers can help.

Category: Probate
How a California Prenuptial Agreement Could Help Cement Your Legacy Prenuptial agreements are often associated with divorce disputes, but they have the potential to serve as important estate planning devices, too.

Category: Estate Planning
Incorporating Collectibles in Your Estate Plan Since the IRS has strict tax rules for inheritable artwork, your estate plan should always account for any valuable collection. Learn more here.

Category: Estate Planning
California Uniform Trust Decanting Act California recently enacted the Uniform Trust Decanting Act that allows trustees to transfer trust assets into a new trust with revised terms and conditions.

Category: Estate Planning
Protect the Finances of a Loved One After a Dementia Diagnosis California law provides some useful strategies to help a loved one responsibly manage their money even after they have been diagnosed with dementia.

Category: Estate Planning
Creating a California Succession Plan for Your Family Home California residents can enact many strategies to leave their family home as an inheritance. However, your decision could have major tax implications.

Category: Estate Planning
How DNA Evidence Can Upend Estate Plans The recent popularity of mail-order DNA tests means that previously unknown relations can wreak havoc on unprepared estates. Learn more here.

Category: Estate Planning
Navigating Estate Taxes at the State and Federal Level Even though California does not levy state estate taxes, you may still be taxed at the federal level. Learn more here.

Category: Estate Planning | General

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