Person calculating with a calculator and invoice.

Estate Taxes in California: How They Impact Your Estate Plan

05/15/2025
Understanding Estate Taxes in California: How They Impact Your Estate Plan When creating an estate plan in California, understanding how various taxes work is essential for protecting your legacy and minimizing financial burdens on your heirs. This guide covers key...
Estate planning / Wills and Trusts
Glasses on last will and testament document.

How to Navigate the Probate Process in California

04/11/2025
What is a Will?A will is a legal document that outlines a person’s wishes regarding the distribution of their property, the care of any minor children, and the management of their estate after death. It allows individuals to designate beneficiaries, appoint an...
Estate planning / Wills and Trusts
Happy family smiling together in the sun.

Estate Plan: 3 Reasons Why You Need One

08/27/2022
Who needs an estate plan? Our answer: everyone!  Contrary to popular belief, an estate plan is not limited to retirees or wealthy folks. It is an essential tool that is beneficial to everyone. Here are 3 Reasons Why You Need...
Estate planning / Wills and Trusts