In the aftermath of the Pacific Palisades fires, we received many inquiries from concerned clients regarding coverage for trust property.

Pleasanton estate planning attorney explains estate and gift tax rules and considerations for 2025. Keeping step with recent years since...

As described in this article, 2023 marks the highest estate and gift tax exemptions to date.

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.

One of the tasks in creating a trust is designating a successor trustee to carry out your wishes when you can no longer act.

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

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

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

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.

There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.

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.

The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken

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

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

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...

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