Articles / Uncategorized

Why This Matters — Especially in Estate and Gift Planning As an estate planner, I often help families transfer wealth across generations — through gifts,

The Spousal or Domestic Partner Property Petition is a streamlined probate tool available in California to confirm or transfer property to a surviving spouse or

When a loved one dies, full probate can be slow, expensive, and emotionally taxing.  Thankfully, California law offers a series of shortcuts—called “summary probate procedures”—that

Congratulations, you now have a Revocable Living Trust (RLT), but how do you transfer real estate into the living trust in California? This guide specific