Estate Planning

What Is Capital Gains Tax? Capital gains tax applies when you sell an asset for more than you originally paid for [...]

Get clear answers to the top questions to ask a lawyer about irrevocable trust, including setup, control, taxes, and choosing the right trustee.

What Is an Advance Healthcare Directive in California? An advance healthcare directive (AHD) is a legal document that allows you to [...]

If you own a home in California, probate is one of the most expensive and time-consuming legal processes your family could [...]

California does not tax Social Security benefits. Learn how federal taxation works, what other retirement income California does tax, and how estate planning strategies can help protect your wealth. Comprehensive 2026 guide by Lawvex estate planning attorneys serving Clovis, Madera, and Solvang.

Comprehensive guide to California Proposition 19 property tax changes. Covers parent-to-child transfer rules, the $1M cap, 55+ base year value transfers, Prop 19 loopholes and estate planning strategies, and key differences from Prop 13 and Prop 58. By Lawvex estate planning attorneys.

Learn how to set up a trust in California with this step-by-step guide. Covers trust types, costs, funding, California Probate Code requirements, and common mistakes to avoid.

California does not have a state-level estate tax, inheritance tax, or death tax. However, federal estate taxes and California property tax rules still apply. Learn what Central California families need to know about protecting their wealth.

A trust protector is a third-party individual or entity appointed within a trust document to oversee and, when necessary, modify the [...]

Learn how to legally disinherit someone in California. Covers disinheriting children and spouses, no-contest clauses under Probate Code §21311, intentional vs. accidental omission, and protecting your estate plan from challenges.