Estate Planning Blog From a Southern California Perspective

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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?
FDIC Rules for Trust Accounts: Planning in the Wake of the Silicon Valley Bank Collapse
Olivia Newton-John: How Did She Plan Her Estate?
Though she did much charitable giving while she was alive, it’s reported that Olivia Newton-John still had a $60 million estate upon her death.
Is it Time to Consider Setting Up an Irrevocable Life Insurance Trust?
One way to efficiently transfer wealth is to create an irrevocable life insurance trust (ILIT) that owns a life insurance policy on the grantor of the trust.
Transfer-on-Death Deeds in California: The 6 Main Issues They Can Cause
Transfer-on-Death deeds created optimism that California property owners could pass on their property with ease, but the law is fraught with legal Issues.
7 Steps to Getting Your Estate Plan Done or Updated
Estate planning doesn't have to be difficult. But it should follow a step-by-step process to ensure success. Here are 7 steps to getting it done the right way.

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