Navigating A/B Trusts and Disclaimer Trusts in Estate Planning: A Guide for California Couples For married couples in California aiming to protect their assets and reduce estate taxes, A/B trusts and disclaimer trusts offer two distinct paths in estate planning. Both approaches leverage federal estate tax exemptions, yet they differ…
Whether you’re a first-time homeowner or you’ve been through the process before, owning a home is a significant milestone that requires careful planning to ensure you’re well-prepared for the future. Below are three key things to consider for safeguarding your home and your loved ones. 1. Update Your Address If…
As a homeowner in California, your property is likely one of your most valuable assets. It represents stability, comfort, and security for you and your family. However, have you considered how you can best protect this asset for the future? Establishing a trust can be an excellent way to ensure…
The Slayer Statute: A Spooky Twist on Estate Planning for Halloween Halloween is the perfect time for spooky tales of ghouls, ghosts, and… estate planning? While it may not sound as thrilling as a haunted house, there’s one eerie legal provision that deserves the spotlight this season: California’s Slayer Statute. Think…
Speaker Series: Savannah Hall (Neptune Society of Northern California) In our most recent Speaker Series, Savannah Hall from the Neptune Society of Northern California provided an insightful and thought-provoking discussion on pre-planning and funeral arrangements, emphasizing the importance of having difficult yet necessary conversations about the end of life. Key…
