Due to changes in federal and state laws over the past decade, many of the AB trusts created prior to 2011 may no longer be the most desirable method of estate planning for a married couple. This [...]
When planning your California estate, determining the fate of your family home after your passing is crucial. One option is the right of occupancy, allowing your surviving spouse or domestic [...]
A Will and a Trust are both common tools used when creating your estate plan. Both documents assist your loved ones in determining your last wishes as it applies to all of your worldly assets, [...]
Trusts are powerful tools in estate planning. Every trust is a unique, customizable document that empowers its creator to establish a plan for the distribution of their estate. A well-crafted, [...]
An issue that frequently arises in estate planning is the reassessment of property taxes. In California, property taxes are based on the assessed value of the property. When a property is sold or [...]
A generation-skipping trust is an estate planning tool that allows you to transfer assets to grandchildren or more remote descendants. However, there are important tax implications to consider [...]
An estate plan should be designed properly to protect your beneficiaries. When designing your estate plan, you should try and anticipate things that may go wrong or something unexpected that [...]
One of the main advantages of a trust is that it avoids probate. A trust can be seen as an investment for the benefit of its beneficiaries. A trust is created during a client’s lifetime so that [...]
What is a Living Trust? First and foremost, a Living Trust is a written legal document which is generally the core of your Estate Plan. Think of your Living Trust like a wall safe, a place where [...]
