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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
QTIP Trust Explained: Protecting Your Spouse and Children
Learn how a QTIP trust protects your surviving spouse while preserving assets for your children. Covers California rules, tax benefits, and when to use one.
Irrevocable Life Insurance Trust (ILIT): A Complete Guide
If you own a life insurance policy worth $500,000 or more, there is a good chance the IRS considers those proceeds part of your taxable estate. For California families with combined assets above the federal [...]
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 [...]
