Legislature Proposed Estate & Gift Tax for California (SB 378)

As you advise your clients that they should be updating their estate plan (or, if they do not have one, that the need to establish one immediately), the question of taxes probably comes up often. We always ask our clients what their objectives are, and “saving on taxes” is frequently in the top three responses.

Be the Hero: Here’s How to Help Your Clients Avoid Probate

Your clients likely set up a living trust with the goal of avoiding probate. When properly prepared and funded, a trust based estate plan will avoid the public, costly, and time-consuming probate court process. Shockingly, many people still make a big mistake, catapulting their assets and loved ones right into the oft dreaded probate court system. That mistake? They fail to fund their trust.