Estate Planning Blog From a Southern California Perspective

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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.
Why Continuing Trusts Matter: Protecting Your Children’s Inheritance from Divorce, Creditors, Predators and Lawsuits
A properly drafted continuing trust may safeguard your child's inheritance from divorce, creditor claims, lawsuits, and financial setbacks.
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.
Should You Consider Setting Up a Stand-Alone Retirement Plan Trust to Protect Your Children?
Inherited IRAs are not fully protected under California or federal law. Learn how a stand-alone retirement plan trust can help protect your children from creditors and lawsuits.
What is a QDOT and Why You May Need One
Are you or your spouse a non-U.S. citizen? Learn how a Qualified Domestic Trust (QDOT) can help preserve the marital deduction and defer federal estate taxes.
The Great Wealth Transfer: Why Now Is the Time to Get Your Estate Plan in Order
The Great Wealth Transfer is underway. Learn why now is the time to review your estate plan, prepare heirs, and protect your legacy in California.
When a Beneficiary Predeceases You: What Really Happens and How to Plan for It
What happens if a beneficiary dies before you? Learn how California law, anti-lapse rules, & trust language can affect your estate plan—and how to avoid unintended outcomes.
Annual Exclusion Gifts in 2026: Simple Transfers, Powerful Trust Planning
Use 2026 annual exclusion gifts to move wealth tax-free. See when direct gifts work and when irrevocable trusts add more value.

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