A frequent question we often receive is whether our client’s loved ones will have to pay taxes on their inheritance.... View More
Many people in California need to create a revocable trust if they want their family to avoid having to deal with... View More
“How can I avoid probate court?,” is a common question in California. Probate is the court process that... View More
Trust administration is a thorn concept to many people. But, most residents in California need a trust. As mentioned... View More
People often tell me that they can’t get started with their estate plan because they don’t know what the... View More
Funding your trust is often the most overlooked process of estate planning, but it’s the most crucial step after... View More
Do you have a vacation home in another state or a family residence outside of California? If so, your family is exposed... View More
You spend all your life working to make yourself and your family comfortable. So why would you work hard to lose all... View More
There’s a common misconception that trusts are used only to hold real property, such as houses and condos. However,... View More
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