Estate Planning

One of the most valuable yet often overlooked tax benefits in estate planning is the "step-up in basis." In California, where property values are often high and many residents use living trusts to manage and transfer their assets, understanding how the step-up in...

Artificial Intelligence (AI) is great for generating meal plans or organizing workouts but, when it comes to something as important as your estate plan, you might want to think twice. Many people are tempted by do-it-yourself (DIY) legal tools and AI-generated estate...

Artificial Intelligence (AI) is great for generating meal plans or organizing workouts but, when it comes to something as important as your estate plan, you might want to think twice. Many people are tempted by do-it-yourself (DIY) legal tools and AI-generated estate...

As our loved ones age, end-of-life decisions can come sooner and with more complexity than we expect. A heartbreaking story by Maggie Schneider Huston in Newsweek illustrates just how critical it is to prepare and advocate effectively. In 2023, after the death of his...

Imagine something unexpected happens and you’re suddenly unable to care for your children. In that moment, you’d want to know they’ll be safe, supported and raised by people you trust. But unless you’ve taken the right legal steps, that might not happen. Here are 10...

As we move into 2025, several important changes in estate planning laws at both the federal and California state level could impact your current plan. Staying up to date can help ensure your assets are protected and passed on according to your wishes. Here's what you...