Trust Administration’s Cold Case: What If a Beneficiary Goes Missing? A trust is designed to ensure that your assets reach the right hands, but what happens when a key player in this mystery—your beneficiary—vanishes without a trace? Imagine your trustee as a seasoned detective, magnifying glass in hand, sifting through…
Why HIPAA’s New Privacy Protections Matter to You When it comes to estate planning, privacy is everything—especially when it involves your health information. Recent updates to the Health Insurance Portability and Accountability Act (HIPAA) add some important new protections for your sensitive information, particularly around reproductive health care. Let’s break…
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…
Navigating Property Taxes, Income Taxes, and Gift Taxes When Transferring Real Property to a Child in California Deciding whether to transfer real property to your child during your lifetime or upon your death is a critical aspect of estate planning in California. This decision involves understanding the various tax implications,…
