An Overview of the Durable Power of Attorney (POA) in California

An Overview of the Durable Power of Attorney (POA) in California

In estate planning lingo, the term “power of attorney” or “POA” comes up often. See why this term is so important when it comes to choosing a trustworthy person to handle your affairs if you’re not able to yourself.

What’s the Difference Between Joint Tenancy and Community Property?

What’s the Difference Between Joint Tenancy and Community Property?

If you’re a homeowner, or in the market to buy a house, you’ve probably heard of terms such as ‘joint tenant’ and ‘community property’ before. Read more to learn the differences between these two common methods of owning property in California.

New Child or Grandchild? Time to Update Your Estate Plan

New Child or Grandchild? Time to Update Your Estate Plan

Welcoming a new family member is a huge milestone, whether it’s in the form of a new marriage or a newborn. Make sure your family is protected by creating or updating your estate plan.

Establishing a Safety Net for Your Special Needs Child

Establishing a Safety Net for Your Special Needs Child

Every parent of a special needs child wonders, “What happens to my child if something happens to me?” Read on to see how you can ensure your child’s needs are met, even if you become unable to provide care.

2018 Estate Tax Exemption Doubled by New Tax Law

2018 Estate Tax Exemption Doubled by New Tax Law

Because of a new tax bill signed into law by President Trump, the amount of money that is automatically exempt from the federal estate tax has DOUBLED to more than $11 million for individuals and $22 million for married couples.