The Medicaid Set-Aside Trust: What California Families Need to Know in 2025 In 2025, a new administration has begun to train its sights on the
For California residents creating a revocable living trust, one question that often arises is whether a trustee—especially a successor trustee—can live outside the United States.
Why Now Is the Time to Revisit Estate and Succession Planning California’s wine industry is entering uncharted territory—and San Luis Obispo wineries may be next
How Capital Gains Taxes on Real Estate Interact with California Proposition 19 in San Luis Obispo California real estate owners navigating the tax landscape must
San Luis Obispo has a vibrant startup community, fueled by the presence of Cal Poly and its entrepreneurial ecosystem. Many founders look for ways to
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
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