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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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. -
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. -
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. -
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. -
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. -
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. -
Cautionary Tales Of The Rich & Famous | February 2022 Newsletter Check out our February 2022 Newsletter featuring a detailed article about Cautionary Tales Of The Rich & Famous. Click here to learn more. -
Financial Considerations for California Family Caregivers The high costs of long-term care can be financially taxing. Learn what you can do to get compensation while taking care of your loved one. -
What to Know About Estate and Trust Lawsuits Estate and trust lawsuits can take months to resolve, and they require strict adherence to legal procedure. Learn more here. -
The Client Sure Didn't Expect This to Happen! - January 2022 Newsletter The Client Sure Didn't Expect This to Happen! by Attorney Philip Kavesh -
ABLE Accounts in California An ABLE account can help those with special needs save tax-free money while keeping their benefits, especially when paired with a trust. Learn more here. -
How to Probate the Estate of a Missing Person in California Before you can initiate probate proceedings for a missing person’s estate, you will need to demonstrate that they are most likely deceased. Learn more here.