Creating an estate plan is a critical step—but your plan is only as effective as the information your trustee can access. If your trustee...

When creating a trust, choosing the right trustee is one of the most important decisions you’ll make. Many of my clients initially want...

We are in the middle of the largest generational wealth transfer in history. According to a 2022 report from Cerulli Associates, over the...

Estate planning is one of the most responsible and loving acts you can do for your family — yet, according to a 2023 Caring.com  Will &...

Estate Planning Isn’t Just About Death — It’s About Incapacity, Too When most people think of estate planning, they picture dividing up...

C reating a revocable trust is an important step in estate planning. However, many people overlook an essential step: funding the trust....

If you’re planning your estate and wondering whether your children will owe inheritance tax in California, the short answer is no....

When planning your estate in California, you’ve likely heard of two options: a will and a trust. While both serve to distribute assets...

Transferring assets like your home into a trust is a smart way to protect them and plan for the future. But if you don’t update your...