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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California Uniform Trust Decanting ActCalifornia recently enacted the Uniform Trust Decanting Act that allows trustees to transfer trust assets into a new trust with revised terms and conditions.
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Protect the Finances of a Loved One After a Dementia DiagnosisCalifornia law provides some useful strategies to help a loved one responsibly manage their money even after they have been diagnosed with dementia.
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March 2022 Estate Planning NewsletterHere is our February 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.
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Creating a California Succession Plan for Your Family HomeCalifornia residents can enact many strategies to leave their family home as an inheritance. However, your decision could have major tax implications.
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How DNA Evidence Can Upend Estate PlansThe recent popularity of mail-order DNA tests means that previously unknown relations can wreak havoc on unprepared estates. Learn more here.
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February 2022 Estate Planning NewsletterHere is our February 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.
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Navigating Estate Taxes at the State and Federal LevelEven though California does not levy state estate taxes, you may still be taxed at the federal level. Learn more here.
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Financial Considerations for California Family CaregiversThe 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.
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What to Know About Estate and Trust LawsuitsEstate and trust lawsuits can take months to resolve, and they require strict adherence to legal procedure. Learn more here.
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The Client Sure Didn't Expect This to Happen! - January 2022 NewsletterThe Client Sure Didn't Expect This to Happen! by Attorney Philip Kavesh
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ABLE Accounts in CaliforniaAn 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.
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How to Probate the Estate of a Missing Person in CaliforniaBefore 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.