Since Prop 19 California went into effect in 2021, it has transformed how parent to child transfer of real property is taxed. For families in San Diego and throughout the state, understanding how property tax reassessment works under Prop 19 is… READ MORE
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For California homeowners looking to avoid probate and simplify estate transfers, two popular tools often come up: the revocable transfer on death deed (TOD deed) and the living trust. Both can help your heirs receive your property more efficiently but… READ MORE
Knowing how to amend an estate plan in California is essential for keeping your living trust up to date and aligned with your current wishes. Depending on the type of trust you have — revocable or irrevocable — the amendment… READ MORE
Updating your living trust isn’t just good housekeeping — it’s foundational to keeping your estate planning options aligned with evolving California laws. Instead of making piecemeal changes to parts of the original trust, many Californians opt for a restatement. This… READ MORE
In California, establishing a living trust is an important step toward securing your assets and protecting your family’s future. Traditionally, people begin this process by finding an attorney near them and going to the office for in‑person meetings. But what… READ MORE
When you suffer the unexpected loss of a parent or elderly family member and can’t find their Will, it can be both an emotionally and legally challenging experience. Locating a missing Will is crucial to ensuring their final wishes are… READ MORE
Creating a living trust is often seen as an “extra” cost you can put off until later, yet it’s the most effective way to save money in the future!. The cost of setting up a living trust is typically a… READ MORE
If you’re thinking of moving from Texas to California, making plans for the transition can stir a mix of emotions and bring practical challenges. Whether you’re relocating from Dallas to San Diego or any other Texan city to the Golden… READ MORE
When it comes to estate planning selecting the right attorney is key. One foremost question on people’s minds before seeking representation is: should your estate planning attorney be local? The answer is a resounding yes. Working with a local estate… READ MORE
Reaching 50 years old is a milestone worth celebrating! By 50, you’ve made your mark, built a life and created lasting memories. It’s also the right age to set up an estate plan. Many people assume that estate planning is… READ MORE