Understanding the Murdoch Family Battle Over Trusts: Can an Irrevocable Trust...
The ongoing battle between Rupert Murdoch and his children over control of their family’s multibillion-dollar media empire is a complex one. It raises a fascinating question; can you change a legal...
View ArticleUnderstanding Secure Act 2.0: New Rules for Beneficiaries of Inherited...
In 2019, the original SECURE Act (Setting Every Community Up for Retirement Enhancement) significantly changed how beneficiaries inherit qualified retirement accounts, such as 401(k)s or IRAs. The...
View ArticleThe Benefits of Creating a Retirement Plan Trust for Multiple Children Where...
The SECURE Act 2.0 has brought significant changes to how retirement accounts are inherited, particularly when it comes to the payout period for beneficiaries. One of the most notable provisions under...
View ArticleWhy the Upcoming Election Makes It Important to Review Your Estate Plan
With the upcoming election, many changes could be on the horizon, particularly in tax policy, and this makes now the perfect time to review your estate plan. Many are already focusing on potential...
View ArticleDo You Need a Trust if You Already Have a Will?
Estate planning is an essential process for ensuring that your assets and legacy are protected and distributed according to your wishes. In California, many people believe that having a will alone is...
View ArticleThe Pros and Cons of Outright Distribution vs. Continuing Trusts in...
When setting up a revocable trust in California, one of the key decisions is whether to leave property to beneficiaries through outright distribution or in a continuing trust. Both options have...
View Article6 Critical Reasons Why It's Important to Establish or Update Your Estate Plan...
As the end of the year approaches, many of us focus on holiday preparations, travel plans, and spending time with loved ones. While it’s easy to get caught up in the season’s festivities, it’s also an...
View ArticleWhat is a HIPAA Authorization for Release of Medical Information?
A HIPAA authorization to release information is a document that allows an individual’s health information to be used or disclosed to a third party specified by the individual. The Health Insurance...
View ArticleUnderstanding the 2025 Gift and Estate Tax Exemption Changes: How They Affect...
As we approach 2025, changes in gift and estate tax exemption limits are expected to impact how individuals and families transfer wealth. These adjustments, particularly to the annual gift and lifetime...
View ArticleLeveraging the 2025 Annual Gift Tax Exclusion for Estate Planning
In 2025, the annual gift tax exclusion amount has been updated, providing individuals with a strategic opportunity to minimize their taxable estate through gifts to an Irrevocable Life Insurance Trust...
View ArticleProtecting Aging Loved Ones with an Irrevocable Trust
As we and our loved ones grow older, new challenges and risks can arise—beyond just health concerns. Financial security can become vulnerable to mismanagement or even exploitation by unscrupulous...
View ArticleWhy the Holidays Are the Perfect Time to Talk About Estate Planning with...
As we prepare for the holiday season and look forward to spending time with family and loved ones, it’s important to address a crucial but often overlooked topic: the need for open conversations with...
View ArticleImportant Update: Corporate Transparency Act Legal Developments
There have been significant developments regarding the Corporate Transparency Act (CTA) that you need to know about. Whether you own a business or serve as a manager, director, or partner, these...
View ArticleLegal Battle Over Padres Ownership Highlights the Critical Need for Clear...
The San Diego Padres are facing more than just offseason challenges as a legal dispute over team ownership unfolds within the Seidler family. Sheel Seidler, widow of late Padres owner Peter Seidler,...
View ArticleStep-by-Step Guide to Assembling an Emergency Go Bag
In light of the wildfires that LA County has been experiencing this past week, we thought it would be a good idea to share some helpful information on what you will want to consider packing to be...
View ArticleWhy Listing Your Trust on Home Insurance Matters
For many homeowners, transferring the title of their home into a trust is a prudent estate planning move. A trust can help avoid probate, streamline the transfer of assets to beneficiaries, and provide...
View ArticleFinCEN Beneficial Ownership Filing Requirements Paused
The following update is related to ongoing litigation related to the January 2024 law requiring business entities to report their ownership interests to FinCEN – Texas Top Cop Shop, Inc., et al. v....
View Article5 Simple Estate Planning Steps: Your Guide to Securing Your Future
Planning for the future is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored. Whether you are setting up your estate plan for the first time or...
View ArticleCorporate Transparency Act Update
We wanted to provide an important update regarding the Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) Reporting Rule.On February 17, 2025, the U.S. District Court for...
View ArticleThe Importance of Trust Administration in Estate Planning: Why Consulting an...
The Importance of Trust Administration in Estate Planning: Why Consulting an Attorney is EssentialTrust administration is a crucial component of estate planning, ensuring that your assets are properly...
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