When people think about estate planning, many immediately focus on wills. But what many don’t realize is that trusts offer far more flexibility, control, and tax advantages. Trusts aren’t just for the wealthy—there are several different types of trusts that can [...]
Planning for the future: this phrase has different connotations for everyone. For some, the future seems uncertain - and for others, the process can seem overwhelming. Although it’s true that you can’t control your future, you can plan ahead to provide [...]
Medi-Cal, which is California’s Medicaid program, has been in place for almost 60 years; during this time, it has gone through a number of changes. In 2024, some significant changes occurred that will make it easier for people with disabilities to [...]
Estate Planning for Children Not Yet Launched: A Parent’s Guide As parents, we cherish our children’s milestones, from their first steps to the moment they’re ready to step out into the world on their own. However, for some of us, this [...]
If you’re someone who updated their trust five or ten years ago, you might be wondering if it’s time for a refresh. Are there new legal changes that affect your trust? Or perhaps changes in your family circumstances that necessitate you [...]
Right of Occupancy vs Life Estate in California Estate Planning Living in the vibrant Bay Area is a dream for many of us. It’s stirring with energy, charm, great weather, and endless opportunities. However, amidst its loveliness, the escalating cost of [...]
Navigating Estate Planning for Blended Families: Essential Tips to Consider Families come in all forms—nuclear, extended, and yes, blended. For those who have a “bonus” sibling or parent due to remarriage, the experience is both enriching and complicated. If you’re one [...]
How to Make Gifts to Disabled Individuals in 2023: Thank You for the Gift, Rich Auntie! Ah, the classic rich Auntie—she’s got a heart of gold and a wallet to match. She’s the family legend, the one who makes holidays brighter [...]
Who Should I Name as Guardian? A Guide to Guardianship in Estate Planning As parents, we often find ourselves planning and preparing, always striving to provide the best for our children. But we can also worry: "Who will be there for [...]
Decoding Trust Clauses in California: A Guide to Understanding Common Trust Provisions Navigating the world of estate planning can be a labyrinth of legal jargon and complex clauses, especially if you’re unfamiliar with legal jargon meaning, common trust provisions, or the [...]