Estate Planning

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.

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.

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.

Will vs. Trust in California: Understanding the Key Differences If you own a home in California or have assets you want [...]

Complete guide to power of attorney in California. Learn about all five types of POA, California legal requirements under Probate Code sections 4000-4545, step-by-step creation process, and common mistakes to avoid.

Why Blended Families Need a Different Approach to Estate Planning Blended families are one of the fastest-growing family structures in the [...]

Learn how to create a living trust in California. This guide covers costs ($2,000-$10,000), benefits vs. wills, revocable vs. irrevocable trusts, step-by-step setup, and California-specific legal requirements. By attorney Gary Winter.

Learn the top benefits of a trust for inheritance, from privacy and asset protection to faster distribution and more control over your family’s financial future.