Trusts can be an important part of a comprehensive estate planning strategy, but they are often misunderstood. Learn about the different types of trusts and what benefits they offer by following our regularly updated blog.
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How to Use a California Pour-Over Will A Pour-Over will is identical to a Last Will and Testament; however, it is designed to instruct the probate court to "pour" all of your assets into your trust. -
Estate Planning Issues for California Domestic Partners In California, the answer depends on whether you are domestic partners or “registered domestic partners” with the State of California. -
How Can You Put a Value on a Stay-at-Home Parent? A stay-at-home parent's true value is oftentimes overlooked and underappreciated. Their unexpected death can leave a family shaken and unprepared. -
Estate Planning Considerations for Age Gap Couples The number age gap couples is increasing with celebrity and everyday couples. And while we may not choose who we love or their ages, a significant age gap between couples is a crucial factor in financial and estate planning. -
Do You Need a California Qualified Personal Residence Trust? If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool. -
Do You Need a California Qualified Personal Residence Trust? If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool. -
Equal Love but Different Needs - Parenting When You Are Gone How do you financially plan for your children's future in the event you are not around? -
Estate Planning and Mental Health Issues There is no shame in acknowledging a mental health illness and planning for mental health issues should be part of your estate planning strategy. -
Are Family Limited Partnerships under Attack? A popular and powerful estate planning tool, the Family Limited Partnership, may be under attack by the Biden administration. -
How Remarriage Affects Your California Estate Planning? You and your spouse likely signed several estate planning documents together, or for the benefit of each other and your family. Now it's time to untangle those.