Recent Articles

Is Inheritance Taxable in California?

California residents have 0% state inheritance (or estate) tax. Instead, California estates follow the federal estate tax, which taxes only large estates valued at $12.6 million or more. The estate

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How To Avoid Probate in California

Avoiding Probate in California Probate (court proceedings to enable the transfer of assets of a deceased person to the people who inherit them) can be long, costly, and confusing. However,

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What Is a Trustee?

Types of Trustees A trustee typically manages the assets of a trust. However, other common types of trustees include: Successor trustees: These trustees step manage revocable living trusts when the

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