Estate Planning Blog From a Southern California Perspective

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Could Your Life Insurance Policy Cause Your Family to Pay an Estate Tax?
Understand how under certain circumstances, a life insurance policy can potentially subject your family to estate tax. Click here to learn more.
Is Your Revocable Trust Funding Up-to-Date?
Learn more about if you have properly funded your family trust. Click here to read more.
3 Key Power of Attorney Powers Everyone Should Have
Discover why having these legal instruments is crucial for protecting your interests & making decisions on your behalf when you are unable. Read to learn more.
What is a No-Contest Clause in a Will or Trust in California?
What is the purpose and the implications of a no-contest clause in trusts or wills in California? Click here to read more.
What Happened to Stephen “tWitch” Boss’ Estate After He Died Without a Will?
Discover consequences of dying without a will in California. Learn the importance of estate planning in San Diego & Orange County . Click here to learn more.
Biden Administration Releases 2024 Greenbook
Learn of Biden Green Book and its impact on charitable lead annuity trusts (CLATs). Click here to learn more from San Diego and Orange County attorney.
No Clawback for Large Gifts Made Now
Understand gift taxes & their implications. Learn exemptions, rules & strategies to gifting. Click here to learn more from San Diego & Orange County attorney.
What Is a Retirement Protector Trust (aka Retirement Plan Trust)?
Learn about retirement protector trusts & their advantages to safeguard your retirement assets for future generations in San Diego & Orange County. Click here
What is a Family Limited Partnership?
Discover how this versatile legal structure can help preserve & transfer family wealth and provide asset protection in San Diego & Orange County. Click here
If I Have a Trust, Do I Still Need a Will?

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