When planning for the future of your estate in California, one of the most pressing questions is whether to use a trust, a will, or a combination of both. Each document serves a unique function in how your assets are handled after you pass, but they carry notable distinctions in their application. Understanding these differences […]
Estate Planning for Non-Traditional Families
As the definition of family continues to expand, traditional estate planning models no longer work for many households. Families today are made up of people who may not be legally married, may include parents of the same gender, may depend on complex adoption arrangements or surrogate agreements, or may have long-standing partnerships without formal documentation. […]
Dual-Citizenship and California Estate Planning
As more individuals live across borders and maintain ties to more than one country, dual citizenship is becoming less of a rare status and more of a common consideration in financial and legal planning. For residents of California, living as a dual citizen brings with it unique planning concerns. Estate planning is deeply influenced by […]
New 2025 California Probate Laws for Property under $750,000
Table of Contents Understanding the 2025 California Probate Law Changes The Evolution of California Probate Laws The Step-by-Step Probate Process for Estates Under $750,000 Potential Pitfalls and Why an Attorney Should Help Alternative Estate Planning Strategies Beyond Small Estate Procedures Frequently Asked Questions About New California Probate Laws Protecting Your Family’s Legacy Understanding the 2025 […]
Minimize Estate Taxes Through Smart Estate Planning
Estate taxes are sometimes called a “death tax” because they are taxes imposed on the estate (money, property, and assets) of someone who has died. Not everyone has to pay estate taxes. In fact, most people won’t, because there are exemption limits that shield a certain amount of an estate’s value from taxation. However, for […]
Estate Planning Tips for Blended Families
Estate planning for blended families requires attention to detail. Blended families often include stepchildren, ex-spouses, and separate financial responsibilities. Good planning ensures assets go where intended and reduces family disagreements. Identify Your Goals State who inherits your assets. Decide who manages your affairs if you’re unable. Set guardianship arrangements for minor children. Name guardians […]