Most people focus on taxes this time of year—but overlook the one plan that controls everything. Tax season is the ideal time to make or update your estate plan and ensure your assets are properly protected under California law.

Even with a valid will, your estate may still go through California probate—a time-consuming and costly court process. This blog breaks down what happens if you pass away with only a will, why probate is often unavoidable, how new laws may help certain homeowners avoid it, and how a living trust can streamline the process for your loved ones.

Special Needs Trusts help protect government benefits like SSI and Medi-Cal while supporting individuals with disabilities. This blog explores the critical responsibilities of trustees and the important role care managers play in ensuring the beneficiary’s financial security and overall well-being.

Starting April 1, 2025, California’s changed AB 2016 law brings significant changes to probate, especially for small estates and primary residences. This update simplifies the probate process, allowing estates with a primary residence under $750,000 to bypass court procedures. Learn how these changes affect estate planning and why it's still essential to have an estate plan in place to protect your assets and loved ones.