🎉 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…
Should You Sell, Gift, or Keep Your Home Until Death? A Guide to Making the Right Decision If you’re a homeowner in California, you’ve likely wondered about the best way to pass your property to your loved ones. Should you sell it during your lifetime, gift it now, or hold onto it until death? Each option has tax and financial implications that could impact both you and your heirs. Here’s what you need to know. The Step-Up in Basis: A Key Advantage of Keeping Property Until Death In…
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…
