When Should a Child Get Full Access to Their Inheritance? Balancing Maturity, Milestones, and Meaning in Your Estate Plan One of the most important—and most personal—decisions you’ll make when setting up a trust for your children is deciding when they should receive full access to the assets. While age benchmarks are common,…
Planning for More Than Assets: Passing Down Values That Matter Last weekend, my daughter received her First Communion. It was a milestone our family had been looking forward to with joy and reflection. Moments like these have a way of pulling life into sharper focus. They remind us what truly…
No-Contest Clauses in California: What Tony Hsieh’s Will Teaches Us About Protecting Your Wishes When Zappos co-founder Tony Hsieh passed away in 2020, it was widely believed he didn’t leave behind a will. But a recently discovered document shows that not only did he have a plan—he had some strong…
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…
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…
