California Assembly Bill 2016 (AB 2016), effective April 1, 2025, raises the threshold for simplified probate procedures from $184,500 to $750,000. While this change aims
If you own an S Corporation in San Luis Obispo and are considering an estate plan with trusts, there are important rules to navigate. Trusts
When it comes to estate planning, one often overlooked tool is the IRS Life Tables. These tables, which estimate life expectancy based on age, but
Earlier this year I was admitted to the Central Coast Estate Planning Council. I already wrote about how much I enjoy the discussions in my
Webinar for Attorneys: Explaining Charitable Remainder Trusts: From Mystery to Mastery Klaus Gottlieb, an estate planning attorney in San Luis Obispo, CA, is announcing a
While trusts are sometimes called “will substitutes,” wills and trusts are legally distinct and serve different purposes. Understanding these differences is crucial, especially when it
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