Articles

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 [...]

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 [...]

Understanding Your Domicile for Estate Planning Purposes As our society becomes more mobile and flexible, it is not uncommon for individuals to work in one state while maintaining a home in [...]

Like any field in the practice of law, the realm of estate planning is filled with terms that many would consider “legalese.” Often times clients use the terms “trust” or “will” interchangeably [...]

In prior articles, we’ve discussed generally the duty to disclose and some of the main documents that make up the Preliminary and Final Declarations of Disclosure. Despite this duty, the reality [...]

The goal of estate planning is to ensure that a person’s wishes are effectuated at the time of their passing. Most people drafting an estate plan wish for their belongings to pass to those people [...]