FAQs

What is the Law on Gifts and Estate Planning? You may have wondered about estate planning gifting strategies that can not only allow you to give a gift that ensures the security and well-being of a loved one but also helps your estate planning efforts as well. It’s nice to be able to give someone…

What is the Process for Setting Up a Trust? The process of creating and funding a trust can feel overwhelming, however, when you have a highly-skilled, knowledgeable California trust attorney by your side, the process is not nearly as complex or confusing. California probate is notoriously lengthy and costly. This means that your loved ones…

When you establish a Revocable Living Trust, you are able to pass your assets to your loved ones without having to go through probate court—a process that can also cause significant delays and stress for your loved ones. When you set up a Revocable Living Trust, you should include a schedule of your assets, listing…

Estate planning is a critical task for all adults, yet most Americans tend to procrastinate when it comes to estate planning even though it is critical to ensuring your loved ones are properly taken care of after your death. There are many things you simply do not want to leave to chance.  When you have…

Are There California Estate Taxes? You may be wondering if there are California estate taxes. Despite the fact that estate taxes generally only affect the very wealthy, estate taxes remain a hotly debated—and highly politicized—issue. The Revenue Act of 1916 levied a 10 percent tax on portions of estates exceeding $5 million and has largely…

What are the Advantages and Disadvantages of a Living Trust? A Living Trust, whether Revocable or Irrevocable can be an important tool in your estate plan. A Living Trust allows you to accomplish some goals that simply can’t be accomplished with only a Will. Since a Living Trust can also be much more complex than…