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Don’t Forget to Fund Your Trust
C reating a revocable trust is an important step in estate planning. However, many people overlook an essential step: funding the trust....
Mar 262 min read

Will Your Kids Pay Inheritance Tax in California?
If you’re planning your estate and wondering whether your children will owe inheritance tax in California, the short answer is no....
Mar 262 min read


Will vs. Trust in California: Which Do You Need?
When planning your estate in California, you’ve likely heard of two options: a will and a trust. While both serve to distribute assets...
Mar 262 min read

Adding your Trust to Your Insurance Policies is Vital
Transferring assets like your home into a trust is a smart way to protect them and plan for the future. But if you don’t update your...
Mar 232 min read
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