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What Happens If You Don’t File Probate in California?

What Happens If You Don’t File Probate in California?

by David R. Schneider | Jul 7, 2026 | News & Updates

Probate has a bad reputation in California, and not without reason. It is slow, public, and costly. So when a loved one dies, plenty of families decide they would rather skip the courthouse altogether. Sometimes that instinct is right. Often it is an expensive...
Comprehensive Estate Planning: When Is a Trust Used in California?

Comprehensive Estate Planning: When Is a Trust Used in California?

by David R. Schneider | Jun 1, 2026 | News & Updates

If you have searched for an answer to the question “when is a trust used,” you have likely encountered guidance from national wealth management firms describing the basic mechanics of a trust as a separate legal entity. That guidance is generally accurate,...
What Happens If I Die Without a Will in California? How Intestate Succession Works

What Happens If I Die Without a Will in California? How Intestate Succession Works

by David R. Schneider | May 1, 2026 | News & Updates

When a California resident dies without a valid Will or trust, state law steps in and decides who inherits, in what shares, and on what timeline. This default system is called intestate succession, informally called a “Probate Proceeding,” and it operates under the...
Is Your Old Estate Plan a Time Bomb? Why Many Married Couples Should Consider Removing the Credit Shelter (AB) Trust from Their Revocable Trust

Is Your Old Estate Plan a Time Bomb? Why Many Married Couples Should Consider Removing the Credit Shelter (AB) Trust from Their Revocable Trust

by David R. Schneider | Apr 1, 2026 | News & Updates

For decades, the Credit Shelter Trust, often called an AB Trust or Bypass Trust, was a cornerstone provision built into the Revocable Living Trust for married couples. If you were a married couple with a net worth over a few hundred thousand dollars, your estate...
2026 Estate Tax Law Updates: What California Families Need to Know

2026 Estate Tax Law Updates: What California Families Need to Know

by David R. Schneider | Mar 2, 2026 | News & Updates

The landscape of estate planning continues to evolve, and 2026 brings significant changes to federal estate tax exemptions that California families should understand. Whether you are beginning your estate planning journey or reviewing an existing plan, staying...
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Recent Posts

  • What Happens If You Don’t File Probate in California?
  • Comprehensive Estate Planning: When Is a Trust Used in California?
  • What Happens If I Die Without a Will in California? How Intestate Succession Works
  • Is Your Old Estate Plan a Time Bomb? Why Many Married Couples Should Consider Removing the Credit Shelter (AB) Trust from Their Revocable Trust
  • 2026 Estate Tax Law Updates: What California Families Need to Know

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