Does My Property Tax Change with a Trust?
Does property tax go up if you put your house in a living trust? It depends on title and on ownership. Generally, your ownership can go into your living trust without triggering a property reassessment.
Burial or cremation — What should I choose to do with my body when I die?
Most people think of only burial or cremation as options when they die, but there are four options in California — and you can decide in advance which you’d prefer for your body.
Should I Store My Estate Plan in a Safe or Safe Deposit Box?
Where should you store your estate planning documents? Somewhere safe, but probably not IN a safe. Learn more about where and how to store documents in this blog post.
How do I choose a guardian for my kids?
Choosing a guardian for minor children can be difficult! Here are some things to think about as you make this choice.
What needs to be done when someone dies?
What should you do first when a loved one dies? Unpopular answer: grieve. And then check here for where to start.
Death and Taxes: What Taxes Will My Family Pay in California when I die?
What taxes will my family pay when I die? We break down the three types of taxes for estate planning — and you can see which may (or may not) be applicable to you in California.
What is the role of an executor/successor trustee in an estate plan?
An executor and a successor trustee are responsible for making sure that assets get where they’re supposed to go when they’re supposed to get there.
What is a power of attorney, a trust, a will, and what does incapacity mean?
It’s important to define the terms that we use regularly: power of attorney, trust, will, and incapacity. The power of attorney, trust, and will are part of a comprehensive estate plan that ensures your family is protected during incapacity and at the time of death.
What is a good age to have an estate plan?
When is the best time to start your estate plan? TLDR: As soon as you’re an adult (18 years old), you’ll need to designate someone else to make decisions for you if you are unable or unwilling to make those decisions for yourself.
What happens if I don’t have an estate plan in California?
If you don’t have an estate plan, then your loved ones are going to have a tough time if you are ever incapacitated and at the time that you die. In this post, we explore what would be helpful to have at different stages.
Why do I need a Living Trust in California? (And What is a Living Trust?)
Why do I need a Living Trust — and What is a Living Trust Anyway? A living trust is like a contract you create with yourself about what is going to happen to your assets if you are incapacitated and at the time that you die. It avoids probate court, is a private document, and ensures incapacity planning.
Do I need a Trust in California or is a Will enough?
Do you need a trust if you have a will in California? Most people do, and here’s why: it allows for incapacity planning and it avoids probate court.
Healthcare Power of Attorney in California: Protecting Your Medical Wishes
Ensure your medical wishes are honored. Learn why every Californian needs a healthcare power of attorney (Advance Directive) for medical decision-making.
Financial Power of Attorney in California: Avoiding Conservatorship
Protect your finances in case of incapacity. Learn why every Californian needs a durable financial power of attorney to avoid costly conservatorship.
Do You Still Need a Will If You Have a Trust in California?
Even with a living trust, every Californian still needs a will. Learn why a pour-over will and guardianship provisions are essential in estate planning.
Why Transfer on Death Deeds Don’t Work in California
Transfer on Death Deeds are generally frowned upon as best practices in California estate planning. Here are the problems with TOD deeds, and why a comprehensive estate plan is a better choice.
Why a Living Trust Is the Key to Avoiding Probate in California
Learn why a living trust in California is the best way to avoid probate, protect your assets, and keep your estate private
Why Every Californian Needs a Comprehensive Estate Plan: Trust, Will, and Powers of Attorney
Avoid probate and protect your family with a comprehensive estate plan in California. Learn why you need a trust, will, financial POA, and healthcare POA
California AB 2016: How to Avoid Probate for Your Primary Residence (Valued Up to $750,000)
California’s New Probate Relief for Primary Residences: What You Need to Know about AB 2016 and Avoiding Probate
How Should I Choose a Guardian for My (Minor) Children
If you’ve got kids who are under 18, you need to select a guardian; here are tips for how to choose those people.

