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MORE THAN MONEY
How do we leave a lasting legacy to our children and those we leave behind? Questions like this are answered in this free chapter of More Than Money, featuring our founding partner, attorney Gary Winter. Learn more about closing out a trust after death.
Our Areas of Expertise
House in Irrevocable Trust: California Homeowner Guide
Learn what a house in irrevocable trust means for California ownership, occupancy, taxes, trustee control, and refinancing before you transfer it.
How Much Does It Cost to Contest a Will?
Wondering how much does it cost to contest a will? Learn what drives California attorney fees, court costs, discovery expenses, and financial risk.
Who Owns the Property in an Irrevocable Trust in California
Learn who owns the property in an irrevocable trust in California; understand legal title, trustee control, beneficiary rights, taxes, and planning limits










