Life insurance is a great tool for estate planning. However, there are nuances that sometimes get overlooked which, if left unchecked,...

"In this world, nothing is certain except death and taxes." - Benjamin Franklin When it comes to estate taxes (otherwise referred to as...

Tips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.

Instead of focusing on estate tax reform, or the "billionaire tax," the current focus proposes increased taxes on incomes over 10 million.

Bill provisions reduce the Estate Tax Exemption from $11.7 Million down to $5 Million adjusted for inflation. effective next year.

Here are four simple and practical tips to lay a proper foundation for future accessibility and use of your living trust based estate plan.

Biden's American Families Plan did not include provisions to expand estate taxes, and instead focused on capital gains.

When a family member inherits a deceased person's home, they typically have rights and options relating to the existing mortgage.

It is critical that your assets be properly integrated with your living trust. Here's how to do it.

There has been a lot of talk lately about estate planning with California real estate after the passage of Prop 19, with the focus being...

Prop 19 has significantly narrowed the parent-child exclusion. Consider Making Transfers of California Real Estate by February 15, 2021.

People are eager to look into ways to gift away assets now, taking advantage of the current gift and estate tax exemption.

California law allows homeowners to protect a certain amount of equity in their homes from if they are sued or file for bankruptcy....

The COVID 19 pandemic has created a perfect storm. On one hand, the demand for trust and estate planning has surged. It seems as though...

Choosing successor Trustees is one of the key decisions made when establishing a Living Trust. Consider these factors to choose wisely.

Pleasanton California Living Trust attorney explains what to expect when refinancing trust owned property.

A successful virtual estate planning experience starts with a shift in mindset that in-person service is somehow superior (it isn't).

A clear and transparent discussion of living trust cost in California, and the options available to create one.

Estate planning is top of mind lately. This post explains what the fuss is about and how to get your estate planning crossed off your list.

Know when and why it is best to title your bank accounts inside your living trust so you can make the best decision for yourself.