🎉 Free Estate Planning for All Californians! 🎉 You heard that right — the State of California has already done your estate planning for you. No need to call a lawyer, have awkward family conversations, or think about the future at all. Just sit back, relax, and… do absolutely nothing….
New California Law Simplifies Probate for Homes Under $750,000 – What You Need to Know Beginning April 1, 2025, California’s probate system will offer a simpler, more efficient way to transfer a loved one’s primary residence—provided the home is valued under $750,000. Thanks to Assembly Bill 2016 (AB 2016), families may be able to…
Estate Planning: Don’t Leave Your Legacy to Luck This St. Patrick’s Day St. Patrick’s Day is all about luck—the four-leaf clovers, pots of gold, and the elusive leprechauns. But when it comes to estate planning, luck isn’t a strategy. While we can all hope for good fortune in life, a well-crafted estate…
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…
Ensure Your Property Insurance Is Updated After a Title Transfer Transferring real estate into a trust or business entity is a common estate planning strategy to protect assets and avoid probate. However, these transfers can unintentionally impact insurance coverage, leaving homeowners vulnerable if not properly addressed. With the recent Los Angeles wildfires, ensuring adequate…
