Estate Planning Blog From a Southern California Perspective

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2027 Estate and Gift Tax Changes: What Families Need to Know About the New Federal Exemptions
Explore 2027 estate and gift tax changes, annual gifting limits, and trust planning strategies to help California families protect and transfer wealth.
How Can a Charitable Trust Help You Reduce Taxes While Supporting the Causes You Care About?
Learn how Charitable Remainder Trusts and Charitable Lead Trusts can help reduce taxes, generate retirement income, and create a lasting charitable legacy.
Family Limited Partnerships: A Powerful Estate Planning Tool for Protecting and Transferring Family Wealth
Families can preserve control, protect valuable assets, and potentially reduce estate taxes while passing wealth to the next generation.
The Buss Family, the Lakers, and an Estate Planning Lesson for Family Businesses
The Buss family’s Lakers ownership dispute offers important estate planning lessons about family businesses, succession, control, and avoiding future conflict.
Does a Revocable Trust Protect Your Assets From Lawsuits and Creditors?
Learn why a California revocable trust does not protect assets from lawsuits or creditors and how LLCs, insurance, and other strategies may help.
Irrevocable Gifting Trusts: A Powerful Wealth Transfer Strategy for Families Who Want to Build a Lasting Legacy
Learn how an Irrevocable Gifting Trust can reduce estate taxes, protect family wealth, and transfer assets to future generations with greater control.
What Is an Irrevocable Life Insurance Trust (ILIT)?
A Powerful Estate Planning Tool to Protect Your Family and Provide for Estate Taxes
When Is It Time to Graduate From a Revocable Trust to Advanced Estate Planning?
Has your estate plan kept up with your wealth? Learn when to move beyond a revocable trust and protect your legacy.
Is Your Home Increasing Your Estate Tax Bill? How a QPRT Can Lock In Value and Transfer Wealth Tax-Efficiently
Learn how a Qualified Personal Residence Trust (QPRT) can help reduce estate taxes, transfer appreciated real estate tax-efficiently, and protect family wealth for future generations.
QTIP Trusts Explained: How to Protect Your Spouse, Without Disinheriting Your Children
Learn how a QTIP Trust can protect your spouse while ensuring your children inherit as intended. Ideal for blended families, asset protection, and estate tax planning.

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