Estate Planning

3 min

How Prop 19 Changes Estate Planning

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

288 views

4 min

Election Result Could Warrant Making Gifts Now Instead of at Death

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

142 views

4 min

New Law Increases Asset Protection for California Homeowners

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

121 views

7 min

Can a Living Trust be Electronically Signed and Remotely Notarized?

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 p...

154 views

5 min

Choosing Successor Trustees

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

21 views

4 min

Living Trusts and Refinancing

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

80 views

8 min

The Shift to Virtual Estate Planning

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

52 views

6 min

How Much Does a Living Trust Cost?

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

90 views

4 min

Thinking About Estate Planning Lately? You're Not Alone

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.

40 views

3 min

Putting Bank Accounts Into a Trust, or Not?

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.

41 views

3 min

Discussing Estate Planning Over Thanksgiving

Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.

11 views

2 min

Living Will vs Living Trust

A Living Will only covers one phase of life (Health Care), whereas a Living Trust covers three distinct phases in relation to your assets.

22 views

1 min

Proposed California State Estate Tax Fails

Although many thought is would pass, Senate Bill 378 will not be appearing on the 2020 ballot. There are currently no California Death Ta...

105 views

3 min

Estate Planning with Alzheimer’s or Other Dementia

Estate planning often becomes top of mind when someone is diagnosed with Alzheimer’s or any type of dementia. Over the past year or so, ...

14 views

2 min

IRA Beneficiary Designations and Estate Planning

If you’re like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary. If you have ...

19 views

3 min

No-Contest Clauses in California

We may enjoy watching courtroom drama in movies, TV and on stage, but when it comes to our own lives, most people will do just about anyt...

131 views

3 min

Differences Between a Will and a Living Trust

There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be m...

5 views

3 min

Where Should I Keep My Will and Trust?

Clients often ask where they should keep their Will and Trust. Although some people ask their attorney to hold the original documents of ...

6 views

2 min

What is Community Property in California?

Marital property in community property states is owned by both spouses equally, according to nj.com’s recent article, “Does this house re...

9 views

3 min

Advanced Estate Planning with Lifetime Gifts

There are a number of estate planning strategies that can help preserve your assets, promote the transfer of wealth, and lessen the tax b...

5 views

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