Estate Planning

In 2022, the federal estate tax exemption is $12.06 million per individual or $24.12 million per couple. But in 2025, […]

After a divorce, you start a fresh chapter of your life. One key step to take at that point is

“Trustor” and “Trustee” are two similar terms you often hear in estate planning discussions. But what is a trustor versus

One common question that trustees or trust beneficiaries may have is: How long can a trust remain open after death?

As the years go by, you may wonder: Can a revocable trust be changed? One of the advantages of creating

After you create a trust, your next step is to transfer your assets into your trust. But what if you

Scammers are notorious for targeting older adults. Lately, our office has seen an uptick in estate planning-oriented scams. Whether you’re

By the end of 2022, nearly 34 million US adults (or around 13% of the population) are expected to own

If you’re a California resident who owns firearms, you may have heard of a “gun trust” and wondered if you

In a traditional trust, the trust creator and the trustee are usually either the same person or they communicate often