2023 Estate and Gift Tax Report
As described in this article, 2023 marks the highest estate and gift tax exemptions to date.
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- 3 min
Eliminating Capital Gain on Real Estate Owned By California Couples
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.
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- 3 min
How Do I Choose My Successor Trustee?
One of the tasks in creating a trust is designating a successor trustee to carry out your wishes when you can no longer act.
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- 5 min
How Can Life Insurance Be Used In Estate Planning?
Life insurance is a great tool for estate planning. However, there are nuances that sometimes get overlooked which, if left unchecked,...
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- 2 min
Trusts and the Above 200k Income Problem
Tips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.
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- 4 min
Who Should Have a Copy of My Trust?
Here are four simple and practical tips to lay a proper foundation for future accessibility and use of your living trust based estate plan.
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- 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...
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- 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.
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- 4 min
Living Trusts and Refinancing
Pleasanton California Living Trust attorney explains what to expect when refinancing trust owned property.
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- 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).
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- 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.
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- 5 min
Signing Estate Planning Documents During COVID-19
There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.
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- 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.
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- 7 min
Estate Planning After the Secure Act
The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken
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- 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.
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- 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.
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- 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...
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- 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...
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- 3 min
Estate Planning for Second Marriages (and Beyond)
There are a number of issues in that arise for estate planning in second marriages, as discussed in the article “Estate planning...
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- 2 min
How Do Living Trusts Work?
Living Trusts have become an extremely popular estate planning tool, and for good reason. After all, a properly drafted and funded living...
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