What is Estate Tax?
Benjamin Franklin once wrote that death and taxes are the only things certain in life. When it comes to estate […]
Estate Planning
How to Prepare for 2026 Tax Changes
Tax changes in 2026 could impact individuals and couples with larger-sized estates, thanks to the sunset of the 2017 Tax
What is an Intentionally Defective Grantor Trust?
Most estate planning documents are not intentionally drafted with defects, but an Intentionally Defective Grantor Trust (or IDGT) is an
What’s the Difference Between an Advance Directive and a POLST?
What’s the difference between an Advance Healthcare Directive and a POLST? We sometimes hear confusion from clients between these two
Are Wills Public Records in California?
Creating a will is an essential part of estate planning, allowing individuals to dictate how their assets should be distributed
Can Co-Trustees Act Independently in California?
Whether you’re considering naming two or more individuals as co-trustees in your estate plan or have been named as a
Can Lottery Winnings Be Inherited?
Winning the lottery is a dream come true for most Californians. But what happens if a lottery winner passes away?
Can a Trustee Be a Beneficiary?
When a person creates a trust, they must decide who will serve as their trustee to manage the trust. They
Is a Power of Attorney Valid After Death?
A Power of Attorney (or POA) is a legal document that authorizes another person to act on your behalf to
What is a No-Contest Clause in California?
If you’re considering creating an estate plan, you may be wondering whether you should incorporate a no-contest clause. If you’re