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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How a California Prenuptial Agreement Could Help Cement Your LegacyPrenuptial agreements are often associated with divorce disputes, but they have the potential to serve as important estate planning devices, too.
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May 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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Incorporating Collectibles in Your Estate PlanSince the IRS has strict tax rules for inheritable artwork, your estate plan should always account for any valuable collection. Learn more here.
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April 2022 Estate Planning NewsletterHere is our April 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.
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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.