There are some significant changes that could be coming in 2026 regarding the estate tax exemption law. Unless Congress takes action, the record-high estate, gift, and generation skipping transfer tax exemption amounts will be cut in half on January…
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A trust can have many benefits for you and your beneficiaries, including avoiding the probate process and protecting your assets. However, it’s essential to understand that in order for a trust to be effective, it must be funded. This means transfe…
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Significant changes were made to the federal estate and gift tax system in 2017 with the enactment of the Tax Cuts and Jobs Act (TCJA). One of the most substantial changes concerned the increase of the lifetime exemption amount from $5.6 million to $…
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Estate planning is important for everyone — but it’s even more critical for small business owners. If you own a small business, estate planning is essential to ensure the legacy you worked so hard to build is preserved for future generations. Whi…
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Many people avoid thinking about planning for incapacity. However, the unexpected can happen at any time — and it’s important to be prepared. No matter what age you are, and regardless of your health condition, it’s crucial to have an advance h…
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If your loved one recently passed, you may be experiencing a tremendous amount of grief and be emotionally overwhelmed. However, you might also have certain responsibilities during this difficult time and be required to deal with the property and ass…
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Finding the right California probate lawyer for your case can sometimes be a challenge. With hundreds of lawyers to pick from, you might not know where to begin your search. The right fit can depend upon a number of factors — and it’s vital to kn…
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A trust is a strategic estate planning tool that can help to ensure your wishes are upheld after your passing. They can also be used to minimize tax consequences and preserve assets for future generations. However, a trust must be properly created an…
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Probate can be stressful and emotionally overwhelming. It’s important to have the guidance of an experienced attorney who can help you navigate the nuances of the laws surrounding probate and estate administration. However, you might be wondering w…
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Probate litigation can arise due to any number of issues that can occur during the probate process. These matters are often complex, emotional, and time-consuming — and it’s crucial to have a skillful probate litigation attorney by your side in t…
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