Use AI Instead of a Lawyer for Estate Planning in California
Should you skip the lawyer and go straight to AI to create your estate plan? It sounds tempting. Fast. Cheap. Convenient. But here is the reality:…
Should You Give Your Kids Their Inheritance at 18 in California
Would your 18 year old make smart decisions with a six figure inheritance?
Be honest. For most families, the answer is no. And that is not a criticism. It is reality…
Tenants in Common vs Joint Tenancy in California What Is the Difference
When you buy a home with someone else in California, one small checkbox on your paperwork can have a massive impact on your future. That checkbox determines how you hold title to the property…
Can You Give Large Gifts Without Paying Taxes
Can you really give your child $50,000, $100,000, or even $1,000,000 without paying taxes? This is one of the biggest misconceptions in estate planning. Many people hesitate to help their children financially because they believe they will owe immediate taxes…
How a Successor Trustee Takes Control of a Trust in California
When most people hear the term estate planning, they immediately think about what happens after they pass away. They picture wills, inheritances, and the distribution of assets to children or other loved ones…
The Real Purpose of Estate Planning Control Over Your Life and Legacy
When most people hear the term estate planning, they immediately think about what happens after they pass away. They picture wills, inheritances, and the distribution of assets to children or other loved ones…
What Happens to Kids Without an Estate Plan in California?
For most California families, real estate is the largest asset they own. And in California, if a home is not structured properly, it almost always means probate…
Use Payable on Death Accounts as an Estate Planning Tool
Estate planning often focuses on wills and living trusts, but many people overlook a simple and powerful tool that already exists within their financial accounts. Payable on death accounts, often abbreviated as POD, can play an important role in helping families avoid probate and simplify the transfer of assets…
Protect Child’s Inheritance From Divorce: Estate Planning Secrets
If you left your child one million dollars, would it be protected from divorce?…
Why You Should Never Put Your Child’s Name on the Deed to Your Home in California
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?…