For founders and small business owners, business estate planning is a vital strategy that determines whether your company can operate, make decisions, and protect value if you are no longer able to lead. When succession planning, asset protection, and ownershipREAD MORE

Proper estate planning isn’t merely about drafting documents — it’s about how your assets are titled and transferred after you’re passing. Many mistakenly believe that if they own a home, bank accounts, or investment accounts, their heirs will automatically inheritREAD MORE

The One Big Beautiful Bill Act (OBBBA), passed on July 4, 2025, reverses the Tax Cuts and Jobs Act (TCJA) sunset. Estate planning and coordination with CPAs is still essential, but the framework families plan within has changed. Here’s howREAD MORE

Caring for a loved one with special needs brings a wide array of challenges. A key area families in California must address is establishing a well-constructed special needs trust (SNT) that can provide peace of mind to the designated beneficiaryREAD MORE

When one spouse is a U.S. citizen and the other is not, estate and gift tax planning becomes more complex. Without careful attention to the special rules for a non-citizen spouse estate tax, couples may face unexpected tax pitfalls. It’sREAD MORE

Losing someone you love is difficult enough. Facing a long, costly probate process can make things even worse. Fortunately, California offers simplified options for modest estates that allow families to bypass full probate. One such option is a small estateREAD MORE

Being named as a successor trustee carries serious responsibilities under California law. If you find yourself in this role, here’s a roadmap through your first 90 days, with key steps and pitfalls to avoid. When a settlor passes in California,READ MORE

Are you a California homeowner who’s been thinking about San Diego property tax planning? Since Prop 19 took effect in February 2021, the landscape for inherited property taxes has changed dramatically. California’s Proposition 19 now has two key components: OneREAD MORE

Estate planning can feel overwhelming, especially when you’re trying to understand the difference between a will vs trust vs both. Many people think a living trust vs will are interchangeable but they serve different purposes. Which one is right forREAD MORE

Facing a serious diagnosis is overwhelming and many families understandably focus on medical care and emotional support first. Estate planning when terminally ill is just as essential. It ensures your wishes are honored, loved ones protected, and assets managed efficiently.READ MORE