Tax Planning

Trust Modification Petitions: How to Fix a “Broken” Irrevocable Trust in California

The word "irrevocable" doesn't have to mean "unchangeable," especially when a plan created decades ago no longer fits your life.…

2 days ago

What Assets Should Not Be in a Living Trust in California? (2026 Guide)

Imagine spending months building a living trust only to have your family wait 18 months in a Santa Clara County…

3 weeks ago

Step-Up in Basis for San Jose Real Estate: A 2026 Tax Guide

Imagine a San Jose family who purchased their Willow Glen home in 1988 for $210,000. Today, that property is valued…

2 months ago