Nearly 1 in 5 (19%) U.S. homeowners says they either don’t have or aren’t sure they have a clear title and recorded deed to their home, according to a new survey. Most... Read more »
Once a personal representative is formally appointed — which typically occurs at the initial probate hearing — they generally have one year to complete the probate process. That said, if an estate... Read more »
Los Angeles’ polarizing Measure ULA transfer tax could see a reduction by nearly 75 percent if a new state bill gets approval from both chambers and the governor’s signature. On Monday, the... Read more »
In the coming decades, an estimated $124 trillion in wealth is set to change hands globally—but tens of billions of dollars in U.S. real estate may never reach its intended heirs. The... Read more »
Estate Planning for the Great Wealth Transfer: Why $40 Trillion is Going to Unprepared Widowed Women
Why Are So Many Women Unprepared? The Traditional Division of Labor In older generations, it was common for one spouse (usually the husband) to handle all financial matters while the other spouse... Read more »
Measure ULA is causing headaches for high-end developers and home sellers in Los Angeles, but that pushback isn’t stopping officials in Santa Barbara from pursuing the same options to raise revenue. The... Read more »
For California residents navigating complex family dynamics—especially those in blended families, supporting extended relatives, or managing multi-generational wealth—comedian John Mulaney’s recent revelation about financially supporting his wife Olivia Munn’s Vietnamese family offers... Read more »
Understanding Prang v. Los Angeles County Assessment Appeals Board and Its Impact on Your Estate Plan If you’re a California resident managing family businesses, corporate assets, or trusts, a recent California Supreme... Read more »
If you’re a California resident managing significant assets or planning how to pass your wealth to the next generation, Warren Buffett’s approach to family wealth offers powerful lessons about discretion, values, and... Read more »
If you’re a California resident creating or managing a trust that includes real estate—especially a family home—you need to understand how state law protects your heirs’ property rights. A recent California case,... Read more »