Estate Planning Blog From a Southern California Perspective

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Top 10 Reasons to Notify your Trustees and Agents in your Estate Plan to Prevent Unauthorized Intrusion
Read article to learn why it's important to let your successor trustee and agents know your plans to avoid third parties from trying to insert themselves into your estate.
5 Potential Consequences of Not Funding Your Trust in California
Discover the importance of funding your trust and the consequences if not done or completed properly. Click here to read more.
The 2024 Estate & Gift Tax Exemption Amount Set to Rise Again
The 2024 estate and gift tax exemption: What you need to know about estate planning in the new tax landscape. Click here to read more.
10 Points to Consider When it Comes to Trust Administration
Trust administration is a critical process in estate planning, to ensure that your assets are distributed according to your wishes after your passing. Click here to read more
The Dangers of Not Establishing a Trust-Based Estate Plan in California
Discover the potential pitfalls of neglecting to establish a trust-based estate in California. Click here to read more on how to secure your family's future.
Understanding Step-Up in Basis for Assets Upon Inheritance
Unlocking the Mystery of Step-Up in Basis: Discover how assets can gain a fresh start upon inheritance. Click link to read our blog to learn the essentials.
10 Benefits of Exchanging Investment Property into a Delaware Statutory Trust
Learn how investing in Delaware Statutory Trusts might be a good option for you. Click here to read more
7 Advantages of Including a Trust Protector in Your Revocable or Irrevocable Trust
Learn the advantages of including a trust protector in your trust. Click here to read more and see if this is a good option for you to consider.
Creating a Trust in California: A Step-by-Step Guide
Learn why it's important and the steps to take to create a trust in California. Click here to read more.
Harnessing Stability: Placing Cryptocurrency into a Revocable Living Trust
Learn more about placing cryptocurrencies in a revocable living trust as a layer of security and control in an unpredictable crypto market. Click to read more.

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