A Valentine’s Day Love Letter: Writing Your Estate Plan Valentine’s Day is a time to celebrate love—love for your partner, your family, and those who make your heart full. While chocolates and roses are classic tokens of affection, there’s another way to express your love this year, one that lasts…
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…
