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The Full Step Up in Basis: A California Community Property Advantage Most Families Miss
Most conversations about estate taxes focus on a number most California families will never reach….
Summer Travel Checklist: The Estate Planning Documents to Update Before You Leave
Before you leave on summer travel, review six core estate planning items: your living trust,…
Proposition 19 and Your California Real Estate: Estate Planning Strategies for Parent-Child Transfers
California Proposition 19, effective February 16, 2021, narrowed the parent-child exclusion from property tax reassessment….
Turning 18 in California: The Two Estate Planning Documents Every New Adult (and Their Parent) Needs
When a child turns 18 in California, parents lose automatic legal access to their medical…
The New $15M Federal Estate Tax Exemption: What Orange County Families Should Know in 2026
The federal estate and gift tax exemption rose to $15 million per individual (—$30 million…
The 10-Year Rule for Inherited IRAs: How SECURE Act Changes Affect Your California Heirs
Under the SECURE Act of 2019 and the IRS Final Regulations issued in 2024, most…