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How to Start the Probate Process in California
When someone dies, many administrative tasks must be completed. You’re planning the funeral, taking responsibility for your loved one’s home and property, executing
When Should You Decant Irrevocable Trusts?
In California, trusts fall into two general categories. The first type is the revocable trust, which can be altered or dissolved by the
Estate Planning Is Wealth Management: Why You Need Both
While the term “wealth management” is comparatively new, the concept has been around for centuries. When someone puts in the time and work
The End of INGs: California Bars Incomplete Gift Nongrantor Trusts
In July 2023, California implemented a new law that will affect how all incomplete gift nongrantor trusts (INGs) will be taxed. Senate Bill
What Happens to Homes During Probate?
After someone passes away, something needs to be done with their property. Usually, this is handled through California’s probate process. During the process,
The Importance of Digital Estate Planning for Young Adults
Digital natives are becoming the norm rather than the exception. Millennials, born between 1981 and 1995, are now between 27 and 42 years
Should You Establish a Digital Estate Plan?
How many online accounts do you think you have? It’s probably more than you’d think. Sources vary on how many digital accounts the
Dynasty Trusts: Preserving Wealth Through Generations
One of the best gifts you can give your family is financial security. However, if you have accrued significant assets, passing them on
Estate Inventory Checklist: How to Organize Assets for Probate
Whether you’re preparing your estate plan or administering a loved one’s will, an estate inventory is crucial. These documents are vital to the
Locked-In for Life: Benefits and Drawbacks of Irrevocable Life Insurance Trusts
Life insurance is just as much a part of a well-rounded estate plan as a will. They are an invaluable tool for providing
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