by Michelle Nguyen Estate planning often focuses on what will happen in the future, but it can raise questions about how to protect one’s assets in the present. In a world where lawsuits or accidents can crop up at any time, many people wonder, “Will my trust provide asset protection?” There are a variety of...
by Peggy Lennon Many couples prefer to remain unmarried for many reasons, whether those be legal, philosophical, or financial. While marriage brings with it a set of legal rights and responsibilities (too vast to explore here), couples in long-term, committed relationships face a legal landscape that typically treats an unmarried partner as a stranger. Here...
by Kevin Bayley “I don’t really have an estate,” some say when the topic of estate planning arises. You may have heard that the One Big Beautiful Bill passed last year makes the estate and gift tax exemption $15 million per person in 2026. You can pass that much money on when you die without...
by Michelle Nguyen In recent years, California introduced a new estate planning tool that gives homeowners another way to pass on residential property upon their death without going through probate. When used correctly, a Revocable Transfer on Death Deed can simplify the estate planning process, reduce administrative costs, and make the transfer more straightforward for...
A durable power of attorney is a legal tool that allows you to appoint someone (known as your agent or attorney-in-fact) to act on your behalf and make decisions about your financial affairs and property in the event that you become incapacitated. What powers does it grant? The powers you grant to your agent through...
The information contained in these blog posts is not, nor is it intended to be, legal advice. You should consult an attorney regarding your individual situation.
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