A new law that took effect on April 1 (Ab 2016) could make it easier to bypass the long and expensive probate process. But while this is a welcome update, there are still much smarter ways to plan your estate such as using a living trust.

If you hold real estate in Joint Tenancy with a spouse, and the survivor of you sells a property after a death, you'll be over taxed.

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

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...

People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a...

An important and often overlooked estate planning goal is to structure our estate plan in a way that allows our loved ones to inherit our...

Avoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process...

What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to...

Trusts are often associated with the very wealthy, who want to pass on their wealth to future heirs. However, there are many good reasons...

It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the...