Top 5 Reasons for Expatriates in California to Have an Estate Plan

Article, Estate Planning

Top 5 Reasons for Expatriates in California to Have an Estate Plan Moving to California is an exciting adventure for many expatriates. The Golden State boasts stunning landscapes, a vibrant culture, and a thriving economy. However, amid the excitement of a...

Now That I’m a Trustee, What is my Fee Going to be?

Article, Estate Planning

Now That I’m a Trustee, What is my fee going to be? You have been nominated as Successor Trustee by your parent(s), family member(s) or friend(s). What happens next?  Well of course, the Trust needs to be administered. Successor Trustees, keep in mind that serving in...

Pet Trusts: How They Work and Why You Should Have One

Article, Blog, Estate Planning

Pet Trusts: How They Work and Why You Should Have One When we generally think about the lives of ultra-rich people like Jeff Bezos, Brad Pitt, etc. we imagine a life of ultimate luxury. Spending months on end in Europe, then, at the drop of a hat, hop on a private jet...

Proposition 19 – A Year in Review

Article, Estate Planning, wealth preservation

Proposition 19 – A Year in Review Nearly a year has passed since Californians voted yes on Proposition 19, also known as The Home Protection for Seniors, Severely Disabled, Families and Victims of Wildfire or Natural Disasters Act. Proposition 19 was approved in...

What Does Proposition19 Mean to You???

Article, Estate Planning

What Does Proposition 19 Mean to You??? This and other information on our website is offered as general information ONLY. It is NOT legal advice. If you have questions or wish to implement a strategy to avoid reassessment under Proposition 19, please contact our...

Probate – What It Is and How It Works

Article, Civil Litigation, Estate Planning

Probate – What It Is and How It Works What is Probate? Probate is a necessary court mandated legal process that takes place after someone dies (with a Will) or intestate (without a Will). In California if the value of the estate is in excess of $166,250, then a...