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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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
March 2022 Estate Planning Newsletter
Here is our February 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
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
February 2022 Estate Planning Newsletter
Here is our February 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
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
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.

Category: Estate Planning
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.

Category: Trust & Estate Administration
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

Category: Newsletters
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.

Category: Estate Planning
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.

Category: Probate

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