Many people think that once their trust is signed, they can put it away and feel confident that everything is taken care of. I wish that were always true. Unfortunately, we see hidden mistakes in trusts more often than you might think.
Signing your trust is only the first step; “funding” it is what actually keeps your family out of court. This guide explains how to transfer bank accounts, real estate, and investments into your trust to ensure your estate plan works exactly as intended.
Proposition 19 has fundamentally changed how inherited property is taxed in California, leading to unexpected financial challenges for many families. Explore the ongoing impact on estate planning and the three statewide petitions currently seeking to reform property tax assessments and initiative processes.
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…
What Is an Estate Plan — and Why Every Family Needs One When most people hear the term estate plan, they think it’s only for the wealthy. But an estate plan is truly about protecting the people you love and ensuring that your wishes are honored — no matter your net worth. At its core, an…
