Tax Ramifications of Selling a House That Was in a Revocable Living Trust
One of the most common questions I hear from clients is: what are the tax ramifications of selling a house that was in a revocable living trust?…
How to Choose a Trustee or Executor for Your California Estate Plan
Estate planning is all about legacy and passing things on. Many times, emotions and sentimentality drive decisions about what happens to your most valuable possessions. A mother will often keep her wedding dress for decades, imagining the day her daughter walks down the aisle wearing it…
Why Brides Don’t Wear Their Mom’s Wedding Dress and What It Means for Your Estate Plan
Estate planning is all about legacy and passing things on. Many times, emotions and sentimentality drive decisions about what happens to your most valuable possessions. A mother will often keep her wedding dress for decades, imagining the day her daughter walks down the aisle wearing it…
Should You Put Your Car in a Living Trust in California?
Not every estate plan requires the same approach. The real question is whether a will alone can meet your goals or whether a trust is necessary to fully protect your family and assets…
Recommendations for a Probate Attorney in Orange County
Not every estate plan requires the same approach. The real question is whether a will alone can meet your goals or whether a trust is necessary to fully protect your family and assets…
How Expensive Is Probate in California and How to Avoid It
Not every estate plan requires the same approach. The real question is whether a will alone can meet your goals or whether a trust is necessary to fully protect your family and assets…
Will vs Trust in California: When Each Makes Sense as Your Primary Estate Planning Document
Not every estate plan requires the same approach. The real question is whether a will alone can meet your goals or whether a trust is necessary to fully protect your family and assets…
How a Spendthrift Trust Protects Your Child’s Inheritance
Writing your own estate plan may seem like a smart and affordable decision. Online services and pre-made trust templates promise simplicity and control. In practice, these plans often create confusion, conflict, and expensive legal problems after someone passes away…
Estate Planning for People With Dementia in California
Writing your own estate plan may seem like a smart and affordable decision. Online services and pre-made trust templates promise simplicity and control. In practice, these plans often create confusion, conflict, and expensive legal problems after someone passes away…
Don’t DIY Your Estate Plan in California
Writing your own estate plan may seem like a smart and affordable decision. Online services and pre-made trust templates promise simplicity and control. In practice, these plans often create confusion, conflict, and expensive legal problems after someone passes away…