What Market Cycles Teach Us About Estate Planning Every few months, headlines seem to swing from optimism to panic — the economy is either booming or on the brink of recession. It’s no wonder people feel uneasy. But the truth is, economic ups and downs are a normal part of the business cycle. The economy…
Making Sure Your Title Insurance Covers Your Home in a Trust If you’re thinking about putting your home into a revocable living trust, you might assume your title insurance will automatically stay in place. But that’s not always the case! To make sure your home is still covered, it’s a good idea to check your…
Estate Planning for High-Net-Worth Families: QTIP Trusts, B Trusts & Tax Strategies For individuals and families with estates exceeding the federal estate tax exemption (currently $13.99 million per person), strategic estate planning is critical to minimizing tax liability and ensuring financial security for loved ones. One of the most effective tools for married couples in…
Can Transferring Your Home to a Trust Trigger Your Mortgage? Understanding the Law in California Many California homeowners worry that transferring their home into a trust might trigger their mortgage lender to call the loan due. Fortunately, in most cases, this fear is unfounded—especially when the transfer is made for estate planning purposes. California Law…
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 avoid the full probate process…
