WHAT DOES THE BIG BEAUTIFUL BILL MEAN FOR YOU?
The 2026 Estate Tax Landscape: How the OBBBA Reshapes Trusts and Estate Planning For years, estate planning professionals and high-net-worth families have prepared for the expected sunset of key provisions in the Tax Cuts and Jobs Act (TCJA)(enacted 1/1/2018), set to...
Do Wills Avoid Probate in California? Debunking Common Estate Planning Myths
One of the most persistent misconceptions in estate planning is that having a Will automatically avoids probate. In California, the reality is quite different: a Will, more than likely, guarantees that your estate will go through probate court. This comprehensive...
Choosing Between Wills vs. Trusts: Which Is Right for Your Estate Plan?
Unsure whether a Will, Trust, or a combination is best for your estate? Let me help break down the pros and cons of each option for Californians looking to streamline asset protection and avoid probate.
The Future of Probate Filings in California: Key Projections and Trends
California is on track to see a significant increase in probate filings over the next decade. This trend, influenced by demographic shifts, economic factors, and evolving family dynamics, underscores the importance of understanding the implications of the California probate process and the necessity of effective estate planning.