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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.
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When to Hire a Probate and Trust Attorney in California
Facing the loss of a loved one is overwhelming enough without the added stress of legal proceedings. If you are dealing with an inherited estate, serving as an executor or trustee, or facing a dispute [...]
What an Executor Cannot Do: 7 Critical Legal Boundaries in California
Learn the 7 things an executor legally cannot do in California. Understand executor limitations, fiduciary duties, and how beneficiaries can protect their inheritance under California Probate Code.
Estate Tax Exemption 2026: What California Families Need to Know
The Big News: The TCJA Estate Tax Sunset Was Eliminated If you spent 2024 and early 2025 hearing about the looming estate tax exemption โcliff,โ here is the update you need: the sunset never happened. [...]
