Blog
Impact of Recent Tax Law Changes on California Estate Plans
How Can Recent Tax Law Changes Affect My California Estate Plan? The…
Addressing Special Needs Trusts in California Estate Planning
What is a Special Needs Trust? A Special Needs Trust (SNT) is a legal…
What Are the Steps to Establish a Living Trust in California
What Is a Living Trust and Why Might I Need One? A…
How Does a Dynasty Trust Work?
A dynasty trust is an irrevocable tool for generational wealth that can…
What is a Grantor Retained Annuity Trust (GRAT)?
A grantor retained annuity trust (GRAT) is an estate planning tool used…
What is a Living Will?
Despite their similar names, a living will and a last will are…
What is a QTIP Trust?
A QTIP trust, or Qualified Terminable Interest Property trust, is a type…
What is a Family Limited Partnership (FLP)?
A family limited partnership (FLP) is a business partnership between family members….
What is a Dynasty Trust?
A dynasty trust is a type of long-term trust created to pass…
