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 your home remains safe and…

Understanding the Differences Between Revocable and Irrevocable Trusts in California When it comes to estate planning in California, deciding between a revocable trust and an irrevocable trust depends on the specific needs and goals of the settlor. Each type of trust serves different purposes and offers unique benefits. Here, we will explore the key differences…

The amount of money you can pass to your family through your estate is at an all-time high. But it will go down by at least 50% in 2026. Then big tax bills will be owed by your family.   Right now, if you were to die, the government allows $11.7 million of your estate to…

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