Naming beneficiaries is one of the most important parts of creating an estate plan. Most people carefully decide who should receive their assets, but few stop to consider what happens if one of those beneficiaries passes away before they do. While it may seem like an unlikely situation, it is one...

When it comes to estate planning in California, one of the most common questions I receive is how to protect the family home while minimizing taxes. For many people, their residence is the most valuable asset they own. Today I'm going to discuss one effective tool that can help accomplish these g...

Many of my clients have questions about how California's community property laws affect their estate plan. Today I'm going to discuss that briefly. When planning your estate in California, one of the most important factors to consider is the state's community property laws. Unlike many other sta...