Estate Planning Blog From a Southern California Perspective

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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.
Using Estate Planning to Protect Your Social Media & Digital Legacy
What will happen to your social media accounts or digital photos once you're gone? Click here to read more about how to protect your digital legacy.
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.
The New Corporate Transparency Act – the Filing Requirements that You Need to Know if You Have a Corporation, Limited Liability Company (LLC) or Limited Partnership (LP)
What you need to know about the New Corporate Transparency Act to avoid penalties. 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.
Estate Planning for Digital Assets: What You Need to Know
Learn how to protect your digital assets and ensure a smooth transition in your estate plan by including online accounts and passwords for your executor.

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