What You Need to Know About AB 2016: 3 Changes to Probate Law Coming in 2025
One of the noteworthy pieces of legislation passed in 2024 was Assembly Bill 2016 (AB…
5 days ago
Blog
The Do’s and Don’ts of Discussing Your Estate Plan This Holiday Season
As the cooler weather dawns upon us, we cannot help but feel the nostalgia of…
1 month ago
How to Protect Separate Property in Estate Planning
How to Protect Separate Property in Estate Planning Estate planning in California can be complex,…
2 months ago
Why Do I Have to Do a Probate When I Have a Trust?
Why Do I Have to Do a Probate When I Have a Trust? As an…
3 months ago
The Importance of a Revocable Living Trust for the Sandwich Generation
The Importance of a Revocable Living Trust for the Sandwich Generation Financial planning can feel…
4 months ago
Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients
Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients The Corporate Transparency Act…
5 months ago
Key Considerations for Estate Planning for Unmarried Couples
Many couples are choosing to wait longer to get married, or choosing to not get…
9 months ago
Issues Arising From Assets Titled in One Spouse’s Name Alone
Many people believe that everything automatically passes to their spouse upon their death, regardless of…
10 months ago
Common Issues that Arise in Administering a Trust that Holds Real Property: Part II
For this four-part series, we are discussing very common scenarios that we see in our…
1 year ago
Common Issues That Arise in Administering a Trust That Holds Real Property: Part I
Real property is often the most complicated trust asset for trustees to manage. Trustees often…
1 year ago