Estate Planning Blog From a Southern California Perspective

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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.
The Importance of Properly Funding Your Trust: Avoiding a Probate Nightmare
Even the best trust can fail if it’s not funded correctly. Find out how to protect your estate from unnecessary probate in California.
One Size Doesn’t Fit All: Choosing the Right Marital Trust for Your Marriage and Estate
Discover which marital trust fits your marriage and estate best—learn the pros, cons, and tax impacts of five key planning options.
October Is Estate Planning Awareness Month — Don’t Wait to Protect What Matters Most
October is Estate Planning Awareness Month! Learn why now is the perfect time to create or update your estate plan and protect your family’s future
Estate Planning for Restricted Stock Units: What You Need to Know
Restricted Stock Units can create unique estate planning challenges. Learn how to protect your RSUs, reduce taxes, and ensure they support your family’s future.
California Set to Reinstate Medi-Cal Asset Test in 2026: What Families Need to Know
California will reinstate Medi-Cal asset tests in 2026: What Families Need to Know
What Happens to Your Business If You’re Gone Tomorrow? Here’s How to Protect It
Secure your business, protect your family, and preserve your legacy with an estate plan tailored for business owners. Learn how today.
Stretching Out and Protecting Your Retirement Accounts for Your Children with a Retirement Protector Trust™
Stretch out IRA distributions and shield your children’s inheritance with a Retirement Protector Trust™. Learn how it works.
Trustee Trouble in Paradise: What Jimmy Buffett’s Estate Dispute Teaches About Fiduciary Duty
When co-trustees fail to collaborate, litigation can follow. Discover strategies to protect your trust from costly internal disputes.
Why Millennials Are the Most Likely to Challenge an Estate Plan and What You Can Do About It
Inheritance expectations are rising. Avoid courtroom battles with transparent, well-crafted estate planning. Learn how to protect your legacy.

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