Estate Planning Blog From a Southern California Perspective

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The Costly Consequences of Poor Estate Planning: A Case Study of James Gandolfini’s Estate
Find out how poor estate planning was costly for the estate of James Gandolfini and how better planning could have saved his estate paying so much in taxes
Is O.J. Simpon’s Estate Responsible to Pay his Civil Judgements Now that he has Died?
Is an estate responsible for a civil judgement after someone dies? Click here to read more.
Understanding the 2024 Federal Estate Tax Exemption Rules and What It Means for Your Estate Plan
Stay informed on Federal Estate and Gift Tax exemptions and prepare for potential legislative changes impacting estate planning. Read our blog to find out more.
Understanding Estate Responsibility for Debts After Death: Trusts, Time Limits, and International Debt
Have you wondered who is responsible for debt after a loved one dies? Click here to learn more.
Essential Estate Planning Tips for Affluent Californians
An essential estate planning guide for high-net-worth individuals, providing tips to protect assets, minimize taxes, and ensure your money goes where you want it to.
Safeguarding Your Home Equity: The Importance of Filing a Homestead Declaration in California
Learn how a Homestead Declaration Deed can protect your home from creditors, bankruptcy and preserve equity. Click here to read more.
Safeguarding Your Property: How Free Alerts Can Protect You from Real Estate Fraud
Learn how to protect yourself from property title fraud. Click here to read more.
Revocable Trusts: Preparing for Life’s Uncertainties
Who would manage your assets or health care if you become incapacitated due to injury, illness, or age-related conditions like dementia or Alzheimer’s?
Estate Planning Tips for California Blended Families to Protect New Goals and Loved Ones
Learn tips for blended families on identifying overall estate planning goals and concerns and identifying heirs to protect your new family and future.
Rethinking the Transfer on Death Deed in California: 7 Reasons it can be Problematic
Some people think a transfer on death deed is an easy way to bypass a trust or will. Read our blog post on why you may want to rethink this strategy.

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