The firm’s blog
Plain-English estate planning
Straight answers to the questions California families and business owners actually ask about wills, trusts, guardians, and probate.
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Your Trust Could Reach the 37% Tax Bracket at Just $16,000
You did the work. You saved for retirement, signed a trust, and named beneficiaries because you wanted the people you love to be protected. That matters. Here is a pattern that deserves some attention. Someone brings in a plan they created years ago. Their Individual Retirement Account (IRA) has become one of their largest assets,…
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What Happens to Debt When You Die: What Families Must Know
Your debt does not pass to heirs automatically, but creditors claim the estate before anyone inherits. Here is what actually happens to each kind of debt.