2026 Estate & Gift Tax Changes: What You Should Know Before Planning Ahead
The IRS recently announced some important updates that will affect estate planning going into 2026. On October 9, 2025, the IRS released Revenue Procedure 2025-32 , which outlines new inflation-adjusted tax numbers for the coming year. While these tax announcements don’t usually make headlines, they matter when it comes to protecting what you’ve worked so hard to build. Starting January 1, 2026, the estate, gift, and generation-skipping transfer tax exemption will increase to
3 days ago
What the OBBB Act Means for Small to Mid-Sized Estates - Condensed Version
When the One Big Beautiful Bill (OBBB) Act  was signed into law on July 4, 2025, much of the attention focused on its impact on very...
Sep 23
Understanding Proposition 19 and Its Impact on California Families
California voters passed Proposition 19 Â in November 2020, and its provisions took full effect in 2021. While much of the attention has...
Sep 18
Keeping Wealth in the Family: The Dynasty Trust
When it comes to planning for your children’s future, most people focus on simply leaving assets behind. But what if you could go a step...
Aug 2
Navigating Medi-Cal Recovery: How a Trust Can Help Protect Your Assets
Medi-Cal is California’s version of Medicaid, a program that provides healthcare services for low-income individuals, including those who...
Jun 13