Estate Planning

You have worked decades to build your estate. You want your grandchildren to benefit from that effort, not watch it shrink [...]

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.

If you own a life insurance policy worth $500,000 or more, there is a good chance the IRS considers those proceeds [...]

The Big News: The TCJA Estate Tax Sunset Was Eliminated If you spent 2024 and early 2025 hearing about the looming [...]

What Is a Revocable Trust? A revocable trust (also called a revocable living trust) is an estate planning tool that allows [...]

What Is a Conservatorship in California? A conservatorship is a legal arrangement in which a California court appoints a responsible person [...]

What Is a Durable Power of Attorney in California? A durable power of attorney (DPOA) is a legal document that allows [...]

<h2>What Is a Spendthrift Trust?</h2> A spendthrift trust is a type of trust specifically designed to protect a beneficiary's inheritance from [...]

What Is a Transfer on Death Deed in California? A Transfer on Death Deed (also called a Revocable Transfer on Death [...]

Learn how California community property rules affect your estate plan, trust, and inheritance. Understand the difference between community and separate property, the stepped-up basis advantage, and practical steps to protect your assets.