What Are The Disadvantages Of A Trust?

Trusts are an extremely popular option for California homeowners looking to avoid the time, cost, and publicity of a probate […]

Top Estate Planning Law Changes for 2024

Every year, our law firm updates our clients regarding changes in estate planning law that may affect them. Here are

After you create a revocable living trust, the next essential step is funding the trust by transferring assets into it.

Benjamin Franklin once wrote that death and taxes are the only things certain in life. When it comes to estate

Tax changes in 2026 could impact individuals and couples with larger-sized estates, thanks to the sunset of the 2017 Tax

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

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

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