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 Healthcare Directive and a POLST? We sometimes hear confusion from clients between these two

Creating a will is an essential part of estate planning, allowing individuals to dictate how their assets should be distributed

Probate is a legal process that occurs after someone passes away, involving the administration of their estate and the distribution

Whether you’re considering naming two or more individuals as co-trustees in your estate plan or have been named as a

Voting is now closed! Thank you for participating in our 2023 Holiday Giving Back. Based on your votes, our firm

A successor trustee’s job can become much harder when a sibling decides to contest the trust. These disputes can be

Winning the lottery is a dream come true for most Californians. But what happens if a lottery winner passes away?

When a trust settlor passes away, the successor trustee will ultimately distribute the trust assets to the trust beneficiaries. Many