How to Update Your Estate Plan After Losing Your Home in a Fire The recent fires in Los Angeles have left many families facing unimaginable challenges. For those who have lost their homes, recovery often begins with rebuilding and navigating insurance claims. However, it’s also important to assess the impact…
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…
Lessons Learned at 40: Wisdom from Clients Turning 40 can feel like a significant milestone. It’s a time when many of us reflect on where we’ve been and where we’re headed. Recently, I asked my clients to share the advice they would give to their 40-year-old selves, and the responses…
