Legal Blog
War on the Mansion Tax: California Set for Massive Tax Showdown with Los Angeles as the Battleground
Uncover the truth behind the Mansion Tax in Los Angeles and its impact on housing and the city’s economy.
California Real Estate: Where Can You Still Snatch a California Home for Under $225K?
Explore the current state of California real estate and discover pockets of affordability despite rising home prices.
What Is a Certificate of Trust and Why Do I Need One in California?
Discover why a certificate of trust in California is the key to funding a trust while keeping your family’s inheritance private.
The Essential Companion to Your Trust: Understanding the California ‘Pour-Over’ Will
Discover the pour-over will, a crucial safety net for your trust in California that protects forgotten assets and names guardians.
Advanced Estate Planning Strategies for High-Net-Worth Individuals in California
Advanced high-net-worth estate planning strategies to protect your assets from the 2025 tax law changes in California before it’s too late
How to Use the Annual Gift Tax Exclusion to Reduce Your Estate in California
Learn how the annual gift tax exclusion 2025 can help you make tax-free gifts to family and slash your taxable estate.
An Introduction to Asset Protection Planning for Californians
Discover how to legally shield your wealth in California with proven asset protection strategies, including LLCs and irrevocable trusts.
Is a ‘Living Will’ the Same as an Advance Health Care Directive in California?
Is your living will valid in California? Uncover the critical differences with an advance health care directive and protect your wishes.
A Life-or-Death Decision: How to Choose Your Health Care Agent in California
This guide reveals the critical qualities of a health care agent and how to choose the right person for your needs.
Beyond Paying Bills: The Specific Powers You Can Grant in a California Power of Attorney
Discover the specific powers of a power of attorney in California, from real estate transactions to customizing your POA for protection.
Springing vs. Durable: Which Type of Power of Attorney Is Right for You in California?
TL;DR Choosing between a springing power of attorney and a durable power of attorney is a critical decision for your estate planning documents. A springing power of attorney only becomes effective after an incapacity determination, often requiring a doctor's letter...
Who Should You Trust with Your Finances? A Guide to Choosing a Power of Attorney Agent
Know the critical qualities of a good agent, from trustworthiness to financial acumen, for your financial power of attorney.